AI Workflows for Financial Advisors
A practical half-day workshop by Yorozu Education
Pricing:
Agency - $50 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 recruitment opportunities using AI agents to source, screen, and engage potential candidates at scale
- 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.
Your Instructors:
Aaron Tua
Aaron is a multi-disciplinary engineer and product builder focused on agent systems, developer tooling, and practical AI workflows. His previous work includes specialised agents, tooling and data enrichment pipelines at StockApp, training operations for ByteDance's foundational models, and AI integration across different workstreams in real-world client projects
Bruce Chia
Bruce specializes in AI-driven performance engineering for high-stakes financial systems. He's built AI workflows for Stripe's blockchain arm, worked on low-latency trading infrastructure securing billions across Ethereum, Tempo, and Chainlink, and advises HFT firms on incorporating AI systems into their trading, tuning, and ops.