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When/How will AI impact financial advice? EATT 2024

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Speaker

Poppy Achilles
Moderator – Chief Operating Officer – FTRC

Helen Lovatt
Chief Operating Officer – Foster Denovo

Neal Lathia
Co-founder & CEO Gradient Labs AI

Paul Miller
Chief Information Officer – IWP

Learning Objectives
  • Understanding the latest evolution of AI services.
  • What should be the key elements of an advice firm’s AI policy.
  • Examples of real-world AI solutions that are being deployed to the adviser community today.
  • Which parts of the adviser operating processes can most benefit from AI today and what can be expected over the next 12 months. 

BACK TO CONFERENCE SESSIONS

What  is EATT?