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Implementing the New AI Usage Policy for Financial Advice Businesses.
Join us for a comprehensive session featuring experts from Finura Group, Tangelo Advice Consulting and The Cyber Collective as we navigate the complexities and opportunities of AI integration within the financial advice sector.
Webinar Highlights:
Ethical AI: Learn how to leverage AI tools responsibly, ensuring your practice aligns with the highest ethical standards.
Controlled Implementation: Understand the new AI Usage Policy designed to guide financial advisers in implementing AI technologies securely and effectively.
Expert Insights: Hear from industry leaders on best practices and real-world applications of AI in financial advice
Interactive Q&A: Engage with our experts, addressing your concerns and questions about AI integration.
Expect spike in tech costs next financial year
“Advice firms have also been warned that technology and software costs will rise considerably in the coming financial year, likely to be well above inflation.” Tangelo’s Selin Ertac and Conrad Travers joined Finura’s Peter Worn to discuss tech for advice businesses.
“I need technology to solve inefficiencies…I think?”
We worked with a fantastic one adviser practice struggling with advice process, documentation and the value provided for clients.
Attempts to get guidance from their licensee and turning to a technology solution to generate filenotes quicker failed, as neither option was customised nor getting to the root of their problems.