AI for Paraplanners  – Built by Paraplanners  Lunchtime CPD Event

Personal Finance Society

Calling all Paraplanners ! - Join us for an interactive CPD lunch event organised by the PFS Central Scotland Committee.

Chaophraya Thai Restaurant

No doubt most of you have dabbled with AI by now. Some of the tools out there are showing great potential but to us it feels like they have been built for advisers (not paraplanners).Most of the AI tools in the IFA sector are focused on full meeting transcription and push to notes and follow on adviser emails.Ammonite’s planbot has been built by Caroline Duff (previously) head of paraplanning at Saunderson House (Rathbones). All the nuances of building reports and formatting to your firm’s identity have been taken into consideration in the design of our AI tool. It’s been built to supercharge the paraplanner’s day allowing you to focus on more complex challenges and escape the repetitive tasks.Our aim on the day of this event will be to upskill you in understanding- How is AI is being deployed in future looking firms today- AI – the pro’s &amp; cons- Populating your AI Templates (demo)- Adoption, Pilots, Redesigning WorkflowsSpaces are limited in the private area of the restaurant so please register your place.