In this panel discussion, leaders from the financial advisory industry—Shane Cummings, Riyanka Dorsonville, and Eric Allison—share their experiences and insights on implementing artificial intelligence (AI) in their daily operations.

Each panelist introduces themselves, highlighting their roles and how AI has transformed their firms. Shane references using AI for meeting transcriptions and estate plan reviews, emphasising efficiency and time savings. Riyanka discusses tools like Jump and Vega Minds for note-taking and client communication, which save significant time and enhance client experience. 

The panel also addresses the importance of careful vetting of AI tools, assessing factors such as customer support, security, and long-term viability. The conversation concludes with a vision for AI’s future, suggesting it will increase advisers’ client-facing time while still requiring foundational financial planning skills. The advisers emphasise the need to balance AI advancements with nurturing the next generation of financial planners, ensuring they acquire necessary soft skills alongside technological proficiency.

Watch parts of the session here: