AI Workflows for Financial Advisors
A practical half-day workshop by Yorozu Education
Pricing:
Agency - $20 SGD per pax (min. 40 pax)
Individual - $99 SGD per pax [early bird pricing, first 20 signups]
$200 SGD [Usual Price]
Learn how to use AI agents to improve your prospecting, client servicing, and daily operations, without losing trust, judgment, or compliance control.
This is not a workshop about replacing financial advisors. It is about helping advisors operate better.
What you'll learn:
• Identify which parts of your workflow are best suited for AI assistance
• Separate automatable admin work from regulated human-led work
• Design a simple AI-assisted workflow for prospecting, servicing, or operations
What gets covered:
Lead Generation : How AI agents can scan for trigger events, enrich lead context, prioritise opportunities, and draft more relevant first-touch messages
CRM Notifications & Client Engagement : How AI agents surface what matters each day and help advisors follow up more consistently with policy anniversaries, premium reminders, CPF milestones, and review prompts
Admin & Operations : How AI agents reduce repetitive coordination work through pre-filled forms, claims support, meeting prep briefs, and post-meeting CRM updates
Who should attend: Financial advisors, agency leaders, team managers, and operations or enablement teams exploring practical AI adoption.
Format:
Half-day workshop with live examples, workflow breakdowns, use case discussions, and implementation planning.
By Yorozu Education. Powered by Yorozu (https://yorozu.app/), the AI agent orchestration platform.