STRATEGIC AI FOR IFAS

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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Hosting

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Free
Dec 12 · 04:00 PST