On Thursday, 9 April, Finura Group and Tangelo Advice Consulting came together for a joint webinar exploring one of the most talked-about topics in the advice industry: how to make smarter, more practical decisions when it comes to using AI in an advice business.
We saw strong engagement from financial advisers and industry professionals across Australia, reflecting growing demand for clarity around AI in financial services.
Key topics covered:
- Foundations for AI adoption in financial advice (data, systems, and processes)
- Selecting and evaluating AI tools and vendors
- Implementing and scaling AI across advice operations
- Governance, compliance, and risk management
- Real-world and emerging use cases of AI in advice delivery
While this session was originally part of Tangelo Elevate, we were pleased to open it up to a wider audience given the growing relevance of AI across the profession.
▶️ Watch the full recording to catch the session.