AI Agents in the back office
By Charlie Palmer
Learn how to Deploy Custom AI in your financial advice practice
Date and time
Fri, 28 Nov 2025 04:00 - 05:00 PST
Location
Online
Good to know
Highlights
- 1 hour
- Online
Learn how to Deploy Custom AI in your financial advice practice
Online
Highlights
AI Agents in the back office
Learn how to deploy custom AI agents in your financial advice practice
A 60 minute talk by Dr Peter Baksh, CEO of aidatacert.com
Peter teaches AI to corporate clients.
In this course, you'll learn how AI agents automate your mundane tasks
Free to attend for financial advisers interested in compliance-AI.
Part of our Friday AI working lunch series