• How to use AI to streamline your financial practice workflow

  Financial planners are experiencing a surge in demand. Clients are increasingly seeking expert guidance in navigating complex financial decisions. However, this growth presents a challenge for advisers: how to efficiently manage your workload while delivering exceptional client service. AI is a game-changer, offering financial advisers a powerful toolkit to address this challenge. This video shows how AI can empower you to thrive in this high-demand environment. youtube How AI can streamliSome readers

• Checklist: Choosing an AI File Note Platform or Tool

  When selecting an AI file note platform for your financial advice practice, it's crucial to ensure that the solution meets your needs for security, efficiency, and compliance. This guide provides a detailed checklist to help you evaluate potential platforms. Why Use This Checklist? It's designed to help you: Assess the security and privacy features of AI file note platforms Ensure compliance with Australian regulations Evaluate the versatility and customisation options Consider theSome readers