Breakfast Workshop: Scaling advisory & client experience with AI

​Fuel up, connect, and get practical. Join Karbon, Vinyl, Aider, and Spotlight Reporting for a pre-conference breakfast and hands-on workshop.

​We’ll cut through the hype and show real ways firms are using AI to scale advisory services and elevate client experience without losing the human touch.

​You’ll leave with plug-and-play workflows, prompts, and ideas you can put to work the same week.

​You'll learn how AI can help you to:

• ​Automate your advisory flow from Report → Meeting → Follow-ups in seconds

• ​Respond to client questions quickly and effortlessly

• ​Capture meeting follow-ups automatically so client promises don't fall through the cracks

• ​Turn meeting transcripts into scalable advice and processes to train your team

• ​Generate management reports with executive summaries that your clients want to read

• ​Create Action Plans to keep customers accountable and on track

​For firms wanting to scale advisory whilst delivering exceptional client experience, this workshop is not to be missed.