Imagine a world where you can generate a contract with the click of a button. Think about how much time you would save by eliminating the back-and-forth of collecting documents from clients.
This session is dedicated to exploring automation and Artificial Intelligence (AI) in the financial advisory industry. Join us to learn the advanced ways you can revolutionize your processes and scale your business using affordable, easy-to-use tools for small and medium-sized businesses.
Daleele Alison
For the past decade, Alison has worked as a consultant, business analyst, and project manager for Fortune 500 companies to small and medium-sized businesses. He is a passionate entrepreneur who additionally founded local networking groups Digital Marketing Topic and Trends (DMTT) and Local Coffee Chi (a social group for coffee lovers in Chicago). To learn more, visit www.RooksDM.com.
Levbert Leger is a technology professional, software engineer, network administrator, and Microsoft Partner. As the Co-Founder and Chief Technology Officer of RooksDM, a technology consulting firm, he brings his clients’ projects to life by leveraging his deep technology, analytical, and creative skills. Leger holds a bachelor's degree in computer science from Rhode Island College and is skilled in cloud infrastructure, full stack development, power platform, and digital transformation. In addition to helping clients find the right technology solutions to address their issues, Leger is highly skilled in translating complex, technical topics into simple, easy-to-understand language.