Session 4: Final Project: AI in Financial Services

Date: January 23, 2024

Overview

The final session is where you’ll put everything you’ve learned into practice. You’ll create an AI-driven workflow for financial planning, compliance, and client engagement, showcasing your ability to seamlessly integrate AI into your advisory services.

Key Takeaways

• Develop an AI-Driven Workflow for Financial Planning and Compliance: Using the knowledge gained in previous sessions, you’ll design a practical AI-powered workflow that automates key tasks such as financial planning, reporting, and compliance checks.

• Showcase Your Knowledge with a Hands-On Final Project: The final project gives you the opportunity to demonstrate how you can integrate AI tools like ChatGPT into your practice. You’ll develop a strategy for lead generation, client communication, and financial planning using AI.

• Learn How to Integrate AI into Your Advisory Services Seamlessly: In this session, we’ll help you create a seamless integration of AI into your practice. Whether you’re automating client interactions, financial planning, or lead nurturing, you’ll be ready to enhance your advisory services with AI.

What to Expect

By the end of this session, you will have developed a comprehensive AI-driven workflow and will be fully equipped to integrate AI tools into your financial advisory services. The hands-on final project will leave you with practical skills that you can immediately apply in your business.