As a follow up to our September 17 webinar exploring how AI is reshaping the delivery of advisory services, this session will give members a chance to hear how firms are actually putting AI to work in their advisory practices. In a 'show and tell' format, members will share real-world use cases including successes, failures, lessons learned, and unexpected results.
We’ll explore how firms are using AI to deliver advisory services faster, analyze client data, streamline workflows, and create greater value for clients, while discussing what’s working, what isn’t, and what others can learn from the experience.
Any LEA Global member is welcome to attend. Register today!