Discover how financial advisors can leverage AI-driven workflow automation to streamline operations, enhance client engagement, and reduce time spent on administrative tasks. This session will explore practical applications of AI in meeting preparation, client communication, and data management, helping advisors optimize their workflows without adding to their workload. Attendees will learn how to integrate AI-powered tools into their existing tech stack, unlocking efficiencies that improve both advisor productivity and the client experience.
Identify Key AI Automation Opportunities and pinpoint inefficiencies in your practice to streamline client communication, meeting prep, and data management.
Analyze the integration of AI-powered tools within advisor tech stacks, including CRMs, financial planning software, and communication platforms.
Implement AI-driven workflows to increase efficiency, minimize manual tasks, and improve the overall client experience.
Ben Olsen
Ben Olsen began his career as a financial advisor before transitioning into fintech and data science, where he discovered the power of AI-driven automation to improve practice efficiency. As the founder of Beemo Automation, he helps financial advisors streamline operations, enhance client engagement, and reduce manual tasks through AI-powered workflows. Drawing from his firsthand experience in wealth management, Ben understands the challenges advisors face and provides practical, tech-driven solutions to optimize their businesses. A recognized thought leader in AI for financial advisors, he regularly speaks at industry conferences on leveraging automation to run a more efficient and scalable practice.