the work

Customer stories.

A discovery conversation about using AI in financial advice.

Discovery

Exploring AI use with an adviser at Wren Sterling.

The problemThe adviser wanted to explore when AI could help with the work and when a person needed to decide.

What we didWe discussed the adviser’s work and where AI could be useful. This was a discovery conversation, rather than a paid programme across the firm.

“It’s amazing how much better you guys think about AI than we do.”

R. Hamilton · Independent Financial Adviser · Wren Sterling

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talk

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