This session explored the growing relevance of artificial intelligence in the financial advice profession — with a focus on how to get the best results from tools like ChatGPT through effective prompting strategies.
It covered how financial advisers can use AI to enhance productivity, improve client communications, and support regulatory compliance — all while maintaining a high standard of professionalism.
Heather is an AI expert, Top 20 MarTech influencer, international speaker and Founder of AI for Non-Techies. Regularly featured in Forbes magazine, Heather brings energy and enthusiasm to the world of AI, her jargon-free approach helping people overcome confusion or fear when it comes to where to start.Heather has formed powerful working partnerships with Salesforce, Nokia and Starling and drove $75m in client pipeline in 2023, all with the help of AI. Passionate about purposeful business, Heather and her team uses 20% of all profits to run hands-on work with isolated elderly people.