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