I'm pleased to introduce our next speaker, speakers, Dalil, Allison, and LeBert Legger. I tried really hard not to mess those up, so I apologize, guys. They're here from Rooks DM, and they are the founders, a technology consulting firm that helps alleviate pain points for small and midsize financial advisory firms by using the right technology. What is the right technology? Well, I hope they can answer that for us. Let's see, LeBert is the technology professional software engineer, network administrator, and Microsoft partner. As the co-founder and chief technology officer of Rooks DM, a technology consulting firm, he brings his clients' projects to life by leveraging his deep technology, analytical, and creative skills. Please help me welcome Rooks DM. Thank you, thank you. Good afternoon. Can everybody hear me loud and clear? How's everybody doing? Good, good. Really excited to be here. Thank you for the kind intro. We're excited because we have an awesome presentation. Who's excited to talk about technology? AI, who's using AI within their practice? Some people, okay. Save all your questions. We hope we get a lot of questions towards the end because we'd like to make this as conversational as possible, especially towards the end so we can answer all your questions. But we'll jump right in. So, obviously, we're talking AI automation. We're gonna talk specifically on how financial advisory firms can leverage AI and automation tools to help streamline and automate your processes across the board. So for today's presentation, yes, we'll get to the technology, but we wanna start first by unpacking some things. So the first thing that we'll look at is things that we typically see that prevent firms from leveraging AI and automation and integration across the firm. We'll also get real deep and technical to talk about how do you leverage these AI tools and automations throughout your firm. We'll also unpack what is AI, what does it mean, what's chatGBT that we're all using and seeing today in today's world. And then from there, we'll tie it all together and give you real world examples that we've helped our clients use from a solution standpoint to gain time back within their firm, automate and streamline their processes across the board. Before we jump into it, my name is Dalil Allison. As he mentioned, I'm the CEO co-founder of RooksDM. My background has been in the technology space for over a decade. So I've been doing this for a while. Really excited to be here. I'm really passionate about technology, AI and automation and now turn it over to Lovebert. Hey, can you guys hear me okay? Oh, that's really loud. So I'm Lovebert. I probably can't give myself as good of an introduction as Jason has, but I'm the tech side of things. I help these projects come to life by using various pieces of technology and my skillset there. Dalil and I started this company well over a decade ago, but we've been doing this full time, working specifically with financial advisors over the last five years. We love what you guys do. We love how you guys help your clients with what they need and we try to help you guys help them more efficiently by spending more time with those clients as opposed to all the back office work that you guys may or may not love to do. A little bit about RooksDM. To go far is actually what Rooks means in Amharic, Dalil's actual native tongue. And we like to help you guys go further by spending more time with your clients. You can specify and specifically make the time that you're spending with those clients much more impactful as opposed to worrying about what technologies you guys are using, worrying about where the data is, having to go through endless spreadsheets or different platforms to find specific pieces of information you need to get your clients what they need. We've got experiences with all technical software, but we primarily work with Microsoft. You'll see some tools that we like to use quite a bit that allows you to get a lot of functionality for both a low price and quick turnaround time. Some of you guys may or may not have heard of this guy called Michael Kitsis. According to a study he's had, 30% of wealth managers like yourselves are spending time on back office activities and you guys are only spending 20% of your time with actual clients. And those percentages shouldn't be that way. The core focus of what you guys do are those client interactions, understanding what those clients need and being able to tailor those plans and that advice to those clients. So we try to help you use technology to get more time back in your day so that you can spend that with your clients. You'll see that that's a theme throughout the presentation on why are we even using the technology or the AI so that you guys can get that time back in your day and provide a much higher level of service for your customers. Perfect. So today, like we said, we're here to talk about how can you maximize your current tech stack by using these tools as they relate to AI integrations and automations. I wanna unpack, like I said, I wanna start by unpacking first, why is it that you're not leveraging the AI automation integrations throughout the firm? Typically, what we see from our experience in working with clients, it always starts small. So it's the manual workarounds. If you think about, oh, I'll just get this client information, copy it from this system, put it into another system, or hey, just email me over that document. It's an easy way to get the result that you're looking for, whether it's processing the data, processing the document, and getting things set up. But while that will work in the short term, and as you're small, as you think about scaling your practice and getting those efficiencies across the firm, they are not scalable forever. And they do have some pitfalls. So the things that we see, obviously, first and foremost, it is time-consuming. So yes, maybe you have 100 clients today and you're looking to get to 200, so that doesn't scale as well if you're doing those processes very manually. The other thing is, we're all humans, we all make mistakes, so the ability to copy and paste data from one system to another could result in an error of the data getting keyed in inaccurately. So then you have data integrity issues as it relates to the data. So that's typically where it starts, is the manual workarounds get set up. And so then we ask the question of, why do these workarounds exist? And so we see for two reasons. First and foremost is the knowledge and time gap. So obviously you guys provide amazing financial services to your clients, your experts in the financial services realm. With technology, you can see it today, it's constantly evolving. There's so many different pieces of technologies that you can use and figuring out which pieces of technologies you can use and should use for your firm can be challenging. And more importantly, it takes a lot of time to get up to speed to know, hey, for my specific firm, this will help me solve my problem. And more importantly, this piece of technology will fit into my firm's technology ecosystem in this way. And so you just don't have the time to do it, obviously, because you're serving your clients. The other one is obviously the cost limitations. So as you're small, the manual workarounds work and they work at that number of people. But as you scale, it becomes more challenging to still support it and then becomes a question of when do you invest in the right technology infrastructure to support that growth long-term? So when you're small, maybe it doesn't make sense. Maybe it makes sense to stay with the manual workarounds. But as you're thinking about scaling, it's really important to think about, hey, how do I get my technology infrastructure in place to support the growth that's getting ready to happen? I always equate it to building a house. You wanna make sure you have a strong foundation. You can do the remodeling later where you update the rooms, but making sure the foundation is solid is important. And with that, we'll share some examples as well too. Technology doesn't have to break the bank. So who in here is using Calendly, for example? Scheduling automation, great. So that's a simple automation or simple piece of technology you can leverage to get things streamlined across the practice as well too. And so the case for AI and automation, not because we only love it, but it does have value as you can see here. It has value on both sides of the fence. So first and foremost is the business effect. So how does it impact the business? It obviously allows you to be able to streamline and automate your processes, spending less time on the back office tasks. As Leverett mentioned, about a third of your time goes to back office tasks. So being able to streamline and automate that allows you to do so with AI and automation. The other thing that we see with the firms that we work with is the increased capacity. And so this capacity is important for multiple ways. First and foremost, if you are thinking about growing and scaling, you can add more clients to your roster. Another way is if you have existing clients that you're serving, you can provide other services to them as well too. Or the third is you free up your time so you can use it for more strategic things that will ultimately help the firm grow and be successful in the long term. And then on the flip side, why AI and automation is because of the client effect. So it creates a better client experience, you're delivering services faster, you're having faster turnaround time for the clients that you're serving, and things are not falling through the cracks, which allows you to be able to provide the best possible service, get great referrals, and keep your current clients happy. So simple question, what solves all these problems? Being at this talk today, you would think it's technology, but before we get there, we want to talk about process first. It's kind of a relationship between process and technology, and there's a give and take on both ends. You have to kind of meet in the middle between where your processes are and what the functionality of the technology can do. So we like to start with the process so that you can understand what you guys are doing. We work with a lot of firms where we'll ask them, like, hey, how is this supposed to be done? And generally the answer is, however the advisor wants it to be done, or however whoever wants it to be done. That works, a little bit when you're small, but if you're planning on scaling, and scale works in two aspects, whether you're trying to scale the size of your firm, or if you want to scale on the time it takes for you to do the same amount of work. So if you want to do either one of those, you want to structure and standardize how those processes work, especially if they're similar across your households that you serve. A lot of places where we find a lot of inefficiencies are around the intake process. So as you guys are onboarding new households, there's roughly the same steps that are not very unique to each household, but you have to do repetitively. A lot of it's copying information from systems to other systems, and a lot of those can be error prone, whether you're copying and pasting the wrong thing, or typing in the wrong number. Onboarding as well, so once you've gotten that person through your marketing, your lead gen process, and actually asking clients for information, whether it's documents or documentation, that is very repetitive as well. So being able to automate those two pieces allows you to scale, especially as you start doing the marketing push, or you start getting a lot of leads in without having to take multiple people and multiple steps to get that person through the door. Management comes in the fact of if you're doing quarterly meetings, monthly meetings, whether it's generating those meetings, like Dilu talked about, accountably making sure that you guys can schedule those ad hoc, because a lot of people spend way too many time going back and forth on trying to understand when someone can meet, or rescheduling times. Calendars scheduling in general is one of the first things we talk to people about, because it's a very low hanging fruit, and it saves you a lot of time really easily. And offboarding, so a lot of people don't think about this, but especially when you're small, there are times where you or your client may outgrow each other, and understanding what that looks like, making sure that you're compliant and removing all information, so that it's not up to one person to go through and scour through all the systems that you're working with to make sure that data's no longer there. And these processes affect both your internal people that are working with you, as well as clients where they're supplying information, or partners or vendors that you're working with as well. So you want to understand and make those processes streamlined before you start adding technology, because that can potentially exacerbate the issues. So if you try to just throw technology at the problem, it might not always be the right solution. So once you've got your process set up, now's the perfect time to accelerate those processes by using technology. With the advent of tools like low-code, no-code, I don't know if anyone's heard of that term, it allows you to build complex solutions at a very rapid and cheap rate. So historically, you would need large development teams, six-figure budgets just to build some of these solutions, but with these low-code, no-code platforms, you're able to connect systems together without needing a large development team, without actually needing a management team to support them day in and day out. These can come in various forms as integrations between some of your third-party applications that you're using, whether it's your CRM, your planning tool, making sure that you don't have to re-add information that you've already collected once or twice into the same system, saving you a lot of time, as well as making it less error-prone, so you don't have a Sally with a Y and a Sally with an E that are supposed to be the same person. Automations make your life a lot easier as well, so whether it's reading through documents that you're expecting, we had a client that used to pull in 1099s for their contractor clients, and they would have to just copy and paste data out of those 1099s. Building automations to actually pull those pieces of information out, they can put it into an Excel sheet, run calculations, without having a singular person having to process these bulk operations. And then now with the advent of AI, whether it's document extraction, whether it's summarizing documents, or even generating emails, AI is allowing us to do automations that we weren't able to do in the past. Some of the tools that we've worked with that you guys might be working with as well, some of them in the Microsoft suite, we like quite a bit, is in the Power Platform. We'll talk a little bit more about it, but they have tools like Power Automate, which allows you to connect these tools together in a very easy way. Also things like Power BI allowing you to see visualizations and data across multiple systems, so you can see reports, trends, whether it's connecting you to your QuickBooks and your CRM, so you can understand what category of clients are leading to the most revenue, or where your lead general marketing efforts need to be focused on. Online forms is another big time save. A lot of people are pulling in information right from email. If you ask people for documentation from email, not everyone's gonna supply it in the exact same format. So using online form, you can specify and you can have some structure on how you collect those pieces of information. You can also add a little bit of business logic so that you can aid those clients in understanding what they need to supply and what it needs to look like. DocuSign, HelloSign, I'm assuming everyone's using electronic signatures. Thankfully, we're hopefully over the hump of wet signatures. Make it soon, hopefully. But at least for the people that are only doing electronic signatures, saving people time. Salesforce, Redtail, any of the CRMs, being able to collect and do some of those marketing efforts as well as keep track of some of those details where it's like, hey, you're a quarterly meter or you're a biannual meter. And then planning tools. So far, hopefully people are not still using Excel for their planning tools. So all these technologies that we work with, we try to integrate them together so that one, you have a seamless ecosystem so that data flows between all these systems as well as leveraging them so that you can provide the best service for your households. Like I said, one of the platforms that we use quite a bit is the Power Platform, which is part of the Microsoft 365 ecosystem. It's the set of low-code, no-code tools that you can build very complex solutions quickly, fastly, and cheaply. Power Apps allows you to build internal applications for your team so that you can standardize how they're collecting information, where they're finding that information. Power Virtual Agents allows you to create unique checkbox, so whether it's for your clients or for internal resources, instead of just having an FAQ where they need to find all the information, they can interact with the chatbot to understand like, hey, what are the steps for this process? Where do I find, or who's the leader do I need to connect to? They can ask those questions to Power Virtual Agents as opposed to having to drop something in Teams and having people drop what they're doing to answer those questions. Power BI, like we mentioned before, allows you to visualize your data, whether it's in charts or diagrams, and it allows you to connect data from various sources. Like I said, maybe QuickBooks, if you wanna see your financial information, but you can also tie that into your CRM information as well as your planning information to get a large, one pane of glass picture of your entire organization. And Power Automate's like the glue in between that allows you to connect all these various pieces of software together. A little deeper dive on AI. Has anyone heard of ChatGPT? A few of you guys. So, ChatGPT has probably been one of the biggest technological improvements, or probably in the last two decades, it's probably as big or bigger than the internet and the smartphone, because it changes how we interact with computers. Generally, in a Google search, you would write a query, it'll figure out some words, the keywords in those query, and it'll bring you back a list of data. And you have to kind of sift through that list and figure out and get to that answer yourself. It's getting a little bit better for some smaller things, if you added some calculations, or if you ask, okay, how tall is this building, it might give you the answer. But for complex situations like asking it how to generate a marketing plan, it will just send you a link to blog posts, forums, you'll have to read those and you would have to generate yourself. With the advent of ChatGPT, you can ask that same question, and as opposed to it giving you a directory where you can find the answer, it'll actually answer that question for you. An analogy that we like to use is Google search, or the traditional way that we've searched the internet is more akin to a librarian, not a library, where they can just direct you to the location of a book or a shelf where you can go and do the research yourself. ChatGPT and generative AI is more like a friend that has a vast amount of knowledge, and when you ask them, they can just actually give you the answer without having to, you have to jump through the hoops of getting to that answer yourself. And that answer's also tailored to the question and what you asked it, as opposed to a relative or general answer. There's a lot of cool use cases for things like ChatGPT and generative AI, things like being able to do marketing posts, so being able to generate content that sounds like you without having to generate the entire content yourself. It might not be perfect yet, but it can get you 80, 90% of the way there in a fraction of the time. Also, it understands speech, so being able to summarize documents, emails, and things that you get, you can get the sentiment from it, you can understand what's the main topic, whether it's a transcript from a meeting or an email from a client, you can pass that through and understand what's the main pieces of information you need to extract from there. You can also extract information from documents, so let's say you've got long contracts, and you wanna understand, like, hey, what are the terms in this contract? You can use that as well. And if you wanna understand from a large perspective, you had a conversation in a Teams message, or if you had a back-and-forth in an email thread, and you wanna understand if this was more a positive conversation or a negative conversation, those are things that you can use AI to do. We'll now talk about some real-world examples. Everybody good? Okay, hopefully you have lots of questions. We try to speed through this so that way you guys can ask a lot of questions towards the end. We'll now share some real-life examples. I'll start off by sharing a few kinda higher-level workflows, and the reason for this is just to frame and show how you can leverage automation within your processes. So here's a simple automation that you can set up out of the box, depending on what solutions you're using, but think about a form that you're using, an online form, someone fills it out, you take that form details, convert it into a PDF, store it into a document repository somewhere, and then you also get a record created within your CRM system. Here's another one. So if you think about the trigger, the client sends you onboarding documents, for example, instead of you taking those documents via email, processing them, what if you can leverage some automation to be able to create a new folder within the document repository, and then you just receive a notification saying, hey, the little documents have just been uploaded, so then you can go and do the processing versus having to manually process the documents into the system. And then the last one is the new inquiry, and I'll kind of cover this in a future solution that has a real case study with the firm a little bit later, but this kind of shows a series of steps that you can automate throughout the process. So first, new prospect, they fill out the form, that data gets created within your CRM system, and then it also assigns it to the appropriate advisor that's responsible for that specific prospect that's coming in, and then instead of you having to send an email manually to the client saying, hey, thank you for filling out the form, please schedule a time using this link, the automation will do it in itself, you'll receive the notification, and then ultimately, you just meet with the client, as you should do. So these are some lightweight automations, and then now I'll kind of jump into some real world kind of high-level solutions that we've put together for some of our clients to be able to automate and streamline their processes. And so in this specific case, this is a prospecting automation that was set up. So the advisory firm was using a new prospect form, and they would have the prospect fill out the form, and then based off the submission, it would provide the prospect with their money story. And so the way that they would calculate the money story is, it was based off the responses that that individual provided. The firm would then have to do the calculations based off the calculations, draft up an email, send the email out to the client saying, hey, thank you for filling out the form, here's your money story associated with it. It's going to take a lot of time, only 10 minutes per lead, that was coming in. But as you continue to scale and get a lot of inquiries that come in, that 10 minutes adds up, which I'll show in the next slide. So what we were able to do is leverage a solution, or a package solution. So in this case, we leveraged an online form known as Typeform, and then from there, once they hit submit, instead of the firm having to do the calculations, figure out the weight, draft up the email, send the email out manually, the workflow automation did all of those steps in the process. So the firm would be able to calculate the weighted score, and then know who that specific individual was, and then based off the weighted score, would send them the money story via email systematically. And to my point earlier, that talks about the client experience, so this is really nice because the workflow runs 24-7. So if I'm at midnight saying, hey, I want to fill out this form, I don't want to receive it next morning, I might be sleeping up on my night off, for example. So in this case, the workflow is able to send it and meet the client exactly where they're at. And so they get the response that they're looking for in real time, more or less, if you will. And then the other thing that you can see here, influx of leads came in. So 10 minutes per lead, not a lot of time, but if you're getting 500 leads, which this client was in this example, it adds up to a lot of hours. And you can see here, here's a screenshot of Power Automate, so it kind of outlines the fields that are being customized. So who it's going to is a very custom field, also the body is dependent on the money story that that client is receiving at that specific time. So this one, who uses their inbox as a document repository? Anyone? So this one's really good. So this is a filing automation solution that was put together, and it's always, and this was to Lubbert's example that he was providing, and this firm was receiving receipts from their contractors that they hired, the contractors were providing reimbursement, they needed it to get reimbursement, so they would send them the receipts, they were emailing them over because that was the easiest process to do. They were thinking about setting up an HR tool, but those can be costly as well. So in this solution, keeping it very lightweight in terms of how the document's coming in, but the power is in the automation. So the contractor still takes their receipt, submits it via email, but instead of it going directly to an individual person within the firm, we were able to set up a shared mailbox, and based off that shared mailbox, it had workflow. So the workflows would know, okay, Dalil Allison sent out this receipt, see if Dalil has a file, if he doesn't, create a folder for Dalil Allison and store that receipt into the appropriate location. And that's important because it helps speed up the time to process it, and it also centralizes the data. So I know when I'm going at the month end to process all of the receipts for the contractors, I know exactly where to look, and I know those documents will be there when I need them. And so this one I love because it's twofold. So contract automation. Another question is who's excited when they sign up a new client? Everyone hopefully. In this case, it does take time, right? You have to go through and say, okay, client, we're going to work together, let me send you a contract. You already have the data that you need to create the contract. So in this case, what we're doing is aggregating the data and pre-creating the template that's going out to the contract, to the client, saying, okay, first name, address, basic information goes into the template. And then from there, what we're able to do is have a workflow running behind the scenes, knowing that, hey, we pre-created this template with this data points that has been aggregated from these systems. Now it's out for e-signature. Once the e-signature has been completed, then what I want to do is grab that document and put it into their respective folder. And so you can see here what the workflow automation were able to do that. It also decreases the human error, once again, from the copy and pasting of data from one system to another, and then meeting the client exactly where they're at. So the turnaround time to create these documents are much faster. I'll just like to add, it also is very customizable as well. So for this client, they had different agreements. So whether it was a single person or a couple, as well as if it was investment only or planning as well. And based on the options that you pick in the online form, you can have it automatically pick the appropriate DocuSign template and send the right one out. Who juggles talking to a client and taking meeting notes at the same time? Who does it very well? So one of the things that AI helps a lot is summarizing the meeting that you have. So being able to focus thoroughly on your client and not having to go back and forth, as well as remembering what actually happened during the client call. Sometimes if you have back-to-back meetings, you might not have that buffer time between to take those appropriate notes. Having the ability for AI to listen in to the meeting and take notes so that you can quickly understand what the action items were and what the key takeaways is very useful. One of the tools that we like quite a bit is Teams Premium. So this is also in the Microsoft 365 ecosystem. It does require an additional license, but it's already built into the tool if you guys are using Teams for meeting notes, I mean for video conferencing already. There are similar tools for Zoom as well, and there are some third-party tools that you can use that will connect to your meeting, it will listen in to the meeting, and from the transcript, it will understand who said what and understand what those key action items and takeaways are. So it frees you to be able to focus on actually speaking with your clients and understanding what their needs are, without forgetting what you need to do post that meeting. Yeah, so this is Teams Premium, so this is built in, so it's not built into the standard team, so it's an additional license, but if you get that additional license, you'll have this ability to see the intelligent recap is what they call it. Sorry, is there a question back there too? So if you have Teams or Zoom, you can record a conversation, but what we also have seen is people have phone recorders, you can pass that into the AI, it will create a transcript for it, and it can summarize that as well. So Zoom has a similar tool, I can't remember the name of it, but it's a Zoom AI recap as well. So no, this tool is embedded into Teams, so if you wanted this exact tool, you would have to use Teams for the video conference. There's a similar tool to this that's also built into Zoom that recently came out, I think it was Q3 of this year, that has very similar functionality if you're using Zoom as well, but it's not a Microsoft product. What I've seen is the best is doing a verbal recap near the end of the meeting will give you significantly better results. So if you got to the end of the meeting, just to recap what we talked about, and talk for 30 or 45 seconds, it ends up being much more accurate, and the accuracy also sometimes goes down depending on the length of the meeting. So if you have 30 minute meetings, usually the accuracy is much better, but if you're having like a two or three hour meeting, sometimes you might get mixed results, because it distills it down to that size regardless of the size of the meeting. Not in Teams Premium, but we can build something using Azure GPT to train it based on the way you take notes, and you can upload the entire transcript. So part of this as well, as you can see, there should be a tab somewhere where you can see the entire transcript of the meeting, so we can build something where you can upload that transcript and you can have a more templatized notes from that. Yes, you can. Maybe a question for you, or maybe for the room. For those who have implemented this before, how did you get across the line of privacy from working with somebody's conversation and storing that information? It's great when I've got notes, but when you actually have somebody speaking, like when I'm dealing with a client, I can tell that they're my privilege here. So how have other people figured that piece out? I have to go somewhere, and it's unworkable. And that's what we see a lot of our clients do as well. So for this to work, the meeting also has to be recorded, so that's how the AI works. It's parsing through the recording, and there are notifications when it's being recorded. In a similar vein, what is all the data for them? I mean, ChatGPT is smart enough to kind of stuff up all the data in the world, and our client knows everyone out there, and they don't need to be part of the repository to define themselves. It is not. So anything that's part of Teams Premium, it uses Microsoft's private Azure GPT, and then also they're announcing private GPT, so anyone that has a 365 or Azure account can do the similar ChatGPT-like experiences without having that be used to retrain the model. So this isn't using directly through ChatGPT. This is using a private Microsoft OpenAI connection, so you can't plug your own in, but when I talked about there was a solution if you wanted to upload your own transcript and have that go into a template, you can use your own OpenAI API key. Yeah, so if you're using the ChatGPT interface, and you just paste the transcript in there, that does use that to relearn, so I would not advise putting any confidential information just generally into that box, but there are methods to have that same functionality and have it private. In Microsoft? Yes. Just curious, show of hands, who's using Microsoft? Who's on the Microsoft stack versus Google? Okay. I guess it might have been easier, who's not on Microsoft? Okay. Yeah, so Google has BARD, which works really well. I haven't gone down the route of how compliant or private it is. Generally, it's usually not, but they might have. But you can use OpenAI or Azure stuff while on Google as well. Teams Premium won't work, but if you wanted to use Azure GPT, you can use that while on Google Workspace. Do you know if Zoom AI has similar privacy protection? So, they, don't quote me on this, but they recently changed their privacy policy for the worse. So, they added some clauses where they can use recordings and some AI-generated stuff for their own use. So, take that with a grain of salt. The Zoom. The Zoom. Yeah. So, they changed it before Zoom AI came out, so they changed it for recordings in general, which they need to record for the AI. So, not a legal professional. Sorry. Contact your attorney. Yeah. Any other questions? I think it's on the, if I remember correctly, I think it's on the recorded piece. But yeah, you might want to have your attorney take a look at their updated privacy policy. Yeah, we had some clients move away from Zoom recently because of that. So, yeah. Yes, you can definitely do that. And that's one of the main use cases of using, like, a gender of AI, because it understands what you're saying, so you can then summarize it. Teeps. We also like this, too, because there are some third-party tools that you can get in that, like, join your meeting as, like, an additional guest listening. So, you also want to make sure you read the privacy policies on those. Yep. Yeah. So, we prefer, so Power Automate is very similar to Zapier, but it has, it's much more robust, so it allows us to build workflows with a lot of fail-safes that allow it to be flexible as things change. Also, since you're on the Microsoft ecosystem, you have other tools like Power Apps and, like, SharePoint Lists that allow you to reconfigure how some of those flows work without having to, like, change the flow. So, let's say you're changing, like, how you want your names to be set, or if you want to change what a template for an email to be, you don't have to actually go into the flow. We usually leverage, whether it's SharePoint Lists or other external things that you can easily change without. So, we leave the flow very specific to the core of what the process is, and you're able to kind of change the inputs and outputs easily. But if you are changing your process quite a bit, it still is worth updating the flows. But we'll work with you to understand, like, hey, we want to get your process to a point where you're looking probably six or 12 months in the horizon. You can't, like, probably put processes in for five, ten years in advance, but you want to look forward when you make these processes. And that's why we had the process slide as well, too. So, when we're working with clients, a lot of times we go through the exercise to figure out, hey, where are the pain points within these processes? Let's document those out before we put technology in place, because you don't want to have to bulldoze everything down and start from scratch. So, the biggest thing is definitely reading those privacy policies and understanding how they're using your data. Like I said, for things like ChatGBT, they are using it to retrain the model, so there are potential leaks. It's rare, but it's not something I would advise doing. For things like OpenAI, you can read the privacy policies where those interactions are specific and private to you. Those are the things you want to use, but like I said, you definitely want to make sure you read those privacy policies on any of the tools that you use. So, data extraction is also another very good use case for AI as well. So, how many people process or collect a lot of documents from their clients, and just to copy and paste a very small portion of those documents to use. We use data extraction, so we had a financial advising firm that was doing tax planning. They were pulling in W-2s, 1099s, and as you see, the W-2 might be an extremely long document, but you only need a handful of values from that, from each of those W-2s. Pulling out data from standardized documents is actually really easy with AI as well, because it understands the format of those documents, which works really well for government documents. And you can easily pull that into an Excel sheet if you want to do calculations for a single person, or if you wanted to pull in information into your CRM or planning tool. This way, you're not actually having to have a human go through, wait for those PDFs to come in, copy and paste those pieces of information out, and paste them into a different tool. Also, like Delil said, this works all the time as well. So, if someone's sending you their tax document at midnight, or if they're sending you their tax document at noon, this is always operating. Awesome. With that, we're wrapping up. So, obviously, it's inevitable to grow. You will need to lean on tech. Hopefully, some of the items that we presented in this presentation today was valuable. We'll be sticking around afterwards. We'll be here tomorrow as well, too, for a little bit. But if you have any questions, feel free to let us know. Thank you for your time. We appreciate it. Thank you.

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Rook's DM

AI

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financial advisory firms

streamline processes

automate processes