In this Technology Insight webinar we look at how AI technology can boost efficiencies and speed up the paraplanning process.
PP consulting editor Rob Kingsbury looks specifically at the ammonite AI Planbot platform, which has been vey much designed with paraplanning and report writing in mind, and how using AI software is benefitting Simpson Wood, particularly within the paraplanning department.
Rob’s guests are Caroline Duff, co-founder of ammonite, Sian Wood, Compliance and Operations Director of Simpson Wood, and Alexandra Curtis, Head of Client Servicing at Simpson Wood, a financial advice firm based in Huddersfield.
The discussion covers how Planbot works with advice firm’s existing templates to make the process as intuitive as possible, how AI can be used effectively in paraplanning, security of data, onboarding the software, how Simpson Wood used Planbot to tackle its backlog of annual review cases, the efficiencies using the technology has brought to the paraplanning and advice process and the benefits of that for the firm as a whole, and much more.
This is definitely a webinar to which all paraplanners will want to listen.
You can find out more about ammonite at: www.ammonite-ai.com
See also:
ammonite AI software launch targets paraplanner pain points
AI-assisted suitability report writing will help drive AI take up
Taking part in the webinar are:
Caroline Duff – Cofounder (ammonite)
Caroline is co-founder of ammonite. She takes the lead on ammonite’s AI platform, planbot, which powers advice firms to draft suitability reports and annual reviews in minutes. She has two decades of experience in the IFA sector, as a Chartered Financial Planner (CII) at Saunderson House and head of paraplanning at Sterling & Law.
Sian Wood – Director, Simpson Wood
Sian is Compliance and Operations Director within Simpson Wood and is dedicated to ensuring the firm is compliant with all regulatory aspects of the business as well as implementing efficient operational processes and improving client service.
She has worked for institutions such as HBOS and Bear Stearns. Sian completed her Diploma in Financial Planning in 2013 and has since passed the advanced exam in Investment Planning.
Alexandra Curtis – Head of Client Servicing, Simpson Wood
Alex is Paraplanning Manager and runs the paraplanning team at Simpson Wood. She holds the Diploma in Regulated Financial Planning with the CII and became qualified in June 2022.
