Upcoming Live Webinar: Human in the Loop: Balancing AI and the Human Touch in Financial Planning Date & Time

As AI continues to shape the financial planning industry, how can you reassure clients and maintain the human perspective they value?

Join us for an insightful discussion on striking the right balance between technology and human expertise—leveraging AI without losing the personal touch, ensuring data security, and safeguarding client trust.

What you'll gain from this session:

• Expert insights from two FinTech CEOs on the vital role financial professionals play in maintaining accuracy.

• Strategies for using technology to enhance client and prospect conversations—without being overtaken by automation.

• Why data accuracy matters, and how HITL in your technology is key.

Don’t miss this opportunity to stay ahead in the evolving financial landscape!