Artificial Intelligence in Financial Advice – Forum discussion

This month we discussed, ‘Artificial Intelligence in Financial Advice’. The discussion explored the current use of artificial intelligence (AI) in financial advice, highlighting how AI is being used to automate tasks and enhance efficiency. The conversation touched on key projects that streamline processes like document creation and meeting notes, allowing advisers to focus more on client relationships.

AI’s role in supporting human-led interactions was emphasised, with examples of how it saves time and reduces administrative burdens. The speakers also address initial skepticism among advisers, how adoption has grown, and the importance of maintaining ethical AI practices as the technology evolves.

Panellists included:

David Thomas – SWP
Johnathan Stubbs – LIFT Financial group

Session highlights

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About The Author

Jessie Leworthy

Jessie Leworthy first joined FTRC as an intern while working toward her BSc in Banking and Finance. After completing her degree, she moved into a full-time role and now serves as the Communications Coordinator, where she’s expanding her knowledge in the ever-evolving world of FinTech. Jessie plays a key role in shaping the company’s social media presence, crafting marketing strategies, and building strong relationships with FTRC's audience. She’s passionate about honing her skills and making meaningful contributions to FTRC’s growth in the FinTech space. In 2023, Jessie was proud to receive the 'Trainee of the Year' award at the Europe FinTech Awards, a milestone in her journey. She remains committed to her professional development and continues to contribute to the innovative work happening at FTRC. From Devon, Jessie loves spending her free time by the coast. Whether she’s surfing or just relaxing on the beach, being by the sea helps her unwind and keep a healthy work-life balance, so she can return to her role with fresh energy and enthusiasm.