Practical AI Use Cases for financial advisers

Practical AI Use Cases for financial advisers

Learn how to use AI in a practical day to day way in an office of financial advisers

By Charlie Palmer

Date and time

Location

Online

About this event

PRACTICAL AI USE CASES FOR FINANCIAL ADVISERS

Use AI in a practical day to day way in the office

A 60 minute talk by Dr Peter Baksh, CEO of summit-ai.co.uk

Peter teaches AI to corporate clients.

In this course, you'll find the latest tools for

  • Use writing, summarising, brainstorming, research etc in common office tasks
  • Where AI fits in common workflows
  • Avoiding typical pitfalls e.g hallucinations / data breaches
  • BAT AI [5 mins]

Free to attend for financial advisers interested in compliance-AI.

Organised by

CEO of BAT

On Sale 1 Aug 2025 at 13:00