AI and Automation Tools for Financial Advisory Firms-Session recording

Video Transcription

Video Summary

In this video, the founders of technology consulting firm Rook's DM, Dalil and Lebert, discuss how financial advisory firms can leverage AI and automation tools to streamline and automate their processes. They highlight the challenges that prevent firms from adopting these technologies, including the lack of knowledge and time to research and implement new technologies, as well as the cost limitations. They emphasize the benefits of AI and automation for businesses, such as streamlining processes, increasing capacity, and improving client experience. The speakers provide real-world examples of automation solutions, including prospecting automation, filing automation, contract automation, and meeting note summarization using AI. They also discuss the use of low-code, no-code tools like the Microsoft Power Platform and AI tools like ChatGPT. They mention the importance of starting with process optimization before implementing technology solutions. The video concludes with a Q&A session where the speakers address questions from the audience.

Keywords

technology consulting firm

Rook's DM

AI

automation tools

financial advisory firms

streamline processes

automate processes