AdvisoryAI's Transformers: AI In Disguise

Hosted by Ben Glass & 3 others

56 Berners St

London, England

Event Full

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About Event

Get ready to discover how financial advice firms are doubling their client capacity and dramatically reducing administrative burden.

Join us for an exclusive in-person event where industry leaders and practising advisers share the real-world impact of modern automation. You'll hear from firms like Foster Denovo and Calton Wealth who've transformed their operations, plus AdvisoryAI CEO Alan Gurung revealing what's coming next for the advice sector.

We'll explore the 'Accidental' Advice Gap with Mark Polson from the lang cat, and dive deep into what's actually working (and what isn't) through candid client stories. Don't miss this opportunity to learn practical strategies from those implementing them daily.

What We'll Cover:

Where to start when implementing AI
Client panel insights: What broke, what stuck, and what firms would do differently
Alan Gurung on the future of technology in financial advice
The power of personalisation in modern client service
Practical takeaways you can implement immediately

Live Q&A: Network with industry experts, innovative advisers, and the AdvisoryAI team during the closing session.

Event Details: October 23 at Fundment Offices, 58-60 Berners St, London W1T 3NQ

Location

56 Berners St

London W1T, UK

Tell reception you're attending the "AdvisoryAI event, hosted by Fundment".

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