In this Professional Paraplanner Technology Insight webinar, we talk to Alan Gurung, founder of AdvisoryAI about how he sees AI technology impacting the financial advice market and he also demonstrates AdvisoryAI’s new release – Atlas.
Atlas is an AI system which in answer to. typed or conversational question or instruction, such as “What are the drawdown options for Mr Smith?”, can access all relevant data bases and deliver an answer in minutes if not seconds.
This is across a firm’s CRM, platforms, cashflow as well as other systems.
As you can imagine, there were a lot of questions from the paraplanners in the audience.
View the whole interview below.
