The role of generative AI in the growth of the advisory business

In the rapidly evolving financial services landscape, generative AI is emerging as a transformative force, offering unprecedented opportunities for efficiency, innovation and customer engagement. This webinar examines the multifaceted role of generative AI in growing the advisory business, navigating through its potential from initial data capture to workflow automation. Join us as we explore the “funnel” of AI's generative application, illuminating how it can revolutionize the way advisors capture data, generate client-centric results, and seamlessly integrate workflows.

Key relationships:

Top of Funnel: Data Capture – Understand how generative AI can ingest and make sense of a wide range of structured and unstructured data, setting the stage for deep insights and personalized customer engagement.

Mid Funnel: Generation – Discover the capabilities of generative AI, how it increases productivity and allows advisors to focus on higher value tasks.

Bottom of the Funnel: Workflow Automation – Learn how generative AI can enable and manage workflows in other software, streamlining operations, reducing manual errors, and ensuring customer needs are met promptly and efficiently.

CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are awaiting approval.

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