Unlock the Power of AI: Compare, Create, and Command with Confidence
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.
Highlights from the Session
Mastering the Art of Prompting
Clear and structured prompts lead to more relevant, high-quality AI outputs. Minor adjustments in how a question is framed can significantly improve the usefulness of the response.
Enhancing Client Engagement
AI can assist with drafting personalised messages, regular client updates, and financial summaries — enabling advisers to save time while preserving a human tone.
Compliance and Oversight
While AI is useful for content generation, adviser oversight remains essential. Outputs must be reviewed to ensure alignment with FCA regulations and internal compliance policies.
Standing Out with AI
Knowing how to use tools like ChatGPT effectively can differentiate advisers and deliver meaningful efficiencies across client service and internal processes.
Heather Murray - Founder & CEO, AI for Non-Techies
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.
