AI Room for Financial Services

​Leaders at funds managers, wealth firms, trustees and advisory groups.

​A guided conversation between ten leaders from the same industry, sharing what is really happening with AI inside their businesses. Practical, honest and built to leave you with something to try on Monday.

​What we cover

1. ​What you are using: the AI tools and systems each business runs today.

2. ​What has worked: the wins worth copying.

3. ​What has not worked: the trials that flopped, and why.

4. ​How you rolled it out: where you started, what it cost, and how you got the team on board.

​For this room

1. ​Client reporting: using AI without tripping compliance

2. ​File notes: meeting notes and the advice paper trail

3. ​Compliance sign-off: what your compliance team actually approved

​How it works

1. ​10 seats: each one approved by the host.

2. ​Online: Google Meet, 3:30 to 4:30pm AEDT.

3. ​Hosted by Michael Batko: cofounder of Hourglass AI, the team building AI systems for Main Sequence and Cadence Property Group.

​All rooms: https://thehourglass.ai/events