STRATEGIC AI FOR IFAS
By Charlie Palmer
Online event
Overview
Learn how AI can diagnose your procedures ready for automation.
Suitable for IFAs, mortgage and insurance brokers
Strategic AI - Implementing an AI strategy for your organisation
Learn how to diagnose your procedures ready for automation
A 60 minute talk by Dr Peter Baksh, CEO of aidatacert.com
Peter teaches AI to corporate clients.
In this course, you will learn about AI agents
- Introduce systems thinking to locate AI opportunities
- Map workflows and bottlenecks to spot quick wins
- Run small pilot tests and gather frontline feedback
- Identify high-impact tasks for AI augmentation
- Turn successful experiments into standard practice
- BAT AI [5 mins]
Free to attend for financial advisers interested in compliance-AI.
Category: Business, Finance
Good to know
Highlights
- 1 hour
- Online
Location
Online event
Organised by
Charlie Palmer
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