Recorded Webinar
Best Practices

How to Implement AI in Your Practice

PRESENTED BY
+

ABOUT THIS WEBINAR

Discover practical ways to integrate AI into your advisory firm and learn how to leverage AI models, purchase AI-powered tools, and build custom solutions to enhance efficiency and client service. Join Beemo Automation + Wealthbox for a step-by-step guide on implementing AI in a compliant, secure, and cost-effective way.

This webinar will cover

  1. 1 Using AI models like ChatGPT in your daily workflows
  2. 2 Purchasing AI-powered advisor software, such as meeting notetakers
  3. 3 Building AI into your practice with no/low-code tools or software development
  4. 4 Compliance, security, and budgeting considerations for AI adoption

 

SPEAKERS

Ben Olsen

Ben Olsen

Founder & CEO

Beemo Automation

Jenna Ghibaudy

Jenna Ghibaudy

Product Specialist

Wealthbox

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