Technology Matters - Intelligent use of AI

Presented by

Martin Lines with guests, Aaron Coates, MoneyAlive and Daniel Williams, Personal Finance Society

About this talk

Join us for an engaging webinar as we explore how technology can be integrated into advice processes to achieve better outcomes in retirement. With the implementation of the Consumer Duty and the need to promote client understanding, we will uncover how Artificial Intelligence (AI) can be used to help deliver personalised portfolio reviews, pension statements and other financial communications. In this session, we will explore the real-life benefits of new technology for you and your clients. By attending this session you will be able to: 1. Recognise the role of technology and where it may be appropriate in client interactions 2. Develop ways of integrating technology for specific tasks 3. Explore ways to improve client communications relating to annual reviews CPD: 45 minutes
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We are a specialist UK financial services group focusing on attractive segments of the UK retirement income market. The Group is a leading and established provider of retirement income products and services to individual and corporate clients.