Welcome to another episode of The Wealth Tech Insider where host, Danni Le Grande is joined by Finura Senior Consultant Dipal Khatri, for a Quick Tips session focused on leveraging AI, specifically Microsoft’s CoPilot, in the Financial Advice Industry.

In this episode, we delve into how CoPilot is supporting productivity in Financial Advice Businesses. From drafting and summarising emails to improving meeting preparation, File Notes and content creation, CoPilot is integrated into the Microsoft products we use every day—Word, Excel, PowerPoint, Outlook, and Teams. 

We give some practical ways Financial Advisers can use CoPilot, such as recording and transcribing meetings, managing email communications, and generating client reports. We also emphasise the importance of using AI ethically and responsibly while maintaining compliance and client privacy.

This episode is packed with valuable insights to help you make the most of AI technology in your Financial Advice Practice.

 

AI Framework

https://www.thecybercollective.com.au/aiframework/

Finura Group Technology Health Check

https://finuragroup.com/tech-health-check/