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What is EATT?
When/How will AI impact financial advice? EATT 2024
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.
