The Fearless Advisor: Personal Finance Society

In this groundbreaking interactive keynote, Leon McQuade unveils the transformative power of artificial intelligence in personal finance and beyond. Through a captivating live demonstration, witness firsthand how AI avatars and personal agents are revolutionising the way we work, collaborate, and interact with clients.

Join Leon as he delves into three critical areas where AI is making a profound impact for financial planners:

1. Client Segmentation: Discover how machine learning enables the analysis of vast client data to identify distinct segments, allowing for targeted service propositions and optimal product-client matching.

2. Predictive Outcomes and Real-time Monitoring: Learn how natural language processing and predictive analytics help spot potential issues early, empowering proactive intervention and ensuring the delivery of good outcomes.

3. AI-powered Support: Experience the future of client support through AI-powered chatbots and virtual assistants, providing personalised, 24/7 assistance across multiple channels, while freeing human advisors to focus on complex, value-added conversations.

Throughout the keynote, Leon’s AI-powered twin will showcase its remarkable capabilities, including rapid context switching, deep learning, empathetic understanding, and seamless integration with countless applications. Prepare to be amazed as the AI assistant demonstrates its proficiency in over 100 languages and its ability to generate real-time content.

Don’t miss this opportunity to witness the future of personal finance and discover how embracing AI can help you meet the challenges of Consumer Duty while providing unparalleled service to your clients. Join Leon McQuade on this exhilarating journey and be among the fearless advisors leading the digital wave in personal finance.

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