Beyond AI - Creating a world class client experience in the real world

Synopsis:

Important Note: Bring your laptop for this practical, real world session.

The integration of artificial intelligence presents both opportunities and challenges. This training session is designed to equip financial advisers with the skills and knowledge necessary to enhance their client experience, ensuring they remain competitive and relevant. The session will cover the fundamentals of AI, its impact on client interactions, and strategies to leverage AI while maintaining a human touch. Through a combination of theoretical insights exploring real world use-cases and practical exercises, participants will learn how to create a superior client experience that integrates the best of both human and AI capabilities.

Learning Outcomes:

Gain a comprehensive understanding of AI technologies and their applications in the financial advisory profession. Learn about the different types of AI tools available and how they can be used to enhance client service efficiency and decision-making processes.

Explore the critical role of effective communication in building and maintaining client trust. Learn techniques for improving communication skills, including active listening and empathetic responses, and how AI can support these efforts by providing timely and relevant information.

Understand the ethical implications of using AI in client interactions. Understand the regulatory requirements and best practices for ensuring client data privacy and security. Learn how to navigate potential conflicts of interest and maintain transparency with clients.

Discover strategies for integrating AI tools with traditional advisory services to create a hybrid model that leverages the strengths of both. Learn how to use AI to handle routine tasks, freeing up time for more meaningful client interactions and complex decision-making.

Stay ahead of the curve by understanding the latest trends and innovations in client experience management but also in the risk posed by scammers and how financial planners can protect their clients.

Speaker Bio

Adam’s career in financial services is in its third decade and during this time he has held advisory roles within financial planning firms and a variety of senior compliance and supervision positions. He has been a board director and President of the Personal Finance Society and a CII Accredited Trainer. He currently has a portfolio of positions including executive and non-executive roles focusing on developing careers in the profession, and supporting the strategic direction of businesses within financial planning. This sits alongside his work internationally creating communities that amplify the work of the financial planning profession.

Host or Publisher Personal Finance Society