Claude for financial advisors: a live 45-minute demo

​Watch one fictional client go from a call to a signed review letter, with Claude doing the drafting and an advisor doing the checking. 45 minutes live, then your questions. Free, with a replay open for 48 hours for everyone who registers.

​What you will see

• ​A client call turned into a clean meeting note in the CRM, plus a follow-up draft that waits for your read.

• ​A review letter drafted by Claude from a portfolio summary, then edited and signed on screen.

• ​An AI-use record entry: who used Claude, on what, who checked it and who signed.

• ​The set-up behind it: which Claude plan, which data stays out, and where your firm's rules set the limit.

​When: Wed 18 Nov, 11:00 New York · 16:00 London · 17:00 Madrid.

​Your host: Daniel Martinez, Founder & CEO of Serra Wealth, runs his firm on Claude every day. He teaches Business & Economics at The American College of the Mediterranean and is a collaborating professor at UPF Barcelona School of Management.

​In the last five minutes Daniel explains the paid live course, Claude for Financial Advisors (six Saturdays from 5 December, groups of 12 per market). All client data in the demo is fictional. Education only, not investment advice. Privacy: serraeducation.com/privacy

​This session is recorded.