Navigating Uncharted Opportunities with AI and ChatGPT and their Applications in Personal Financial
Andrew will discuss the rise of AI and ChatGPT and how providers are currently investigating the advantages, potential drawbacks, and various opportunities. He will delve into the ongoing transformation of the industry due to AI integrations, including ChatGPT, highlighting how attendees can harness these technologies to provide highly efficient and impactful financial planning services to their clients.
Furthermore, he will emphasize the role of AI and innovative technologies in enhancing the overall effectiveness and efficiency of financial planning processes, enabling professionals to deliver higher quality services.
Learning Objectives:
- Understand the various types of AI, including ChatGPT, and their current and potential impacts on the industry
- How AI assisted wealth tech tools can help advisors automate and scale their practices
- How AI assisted tools will allow advisors to provide more services for their clients and build more personalized client relationships
