Professional & Financial Services
AI workshops for Financial Advisors & Wealth Management
An AI workshop for advisory teams built around the CRM and planning systems you run — Redtail, Salesforce Financial Services Cloud, eMoney, and MoneyGuidePro. For teams who need AI leverage without stepping on compliance: drafting client updates, meeting prep, and marketing content that gets reviewed before it goes anywhere near FINRA.
What we cover
Delivered on-site at your office or live online, and scoped around how financial advisors & wealth management actually work — including the systems you already run, like Redtail CRM, Salesforce Financial Services Cloud, eMoney — not a generic AI overview.
- Meeting prep summaries and follow-up notes pulled from Redtail or Salesforce client records
- Drafting market-update newsletters and social content for compliance review
- A clear internal policy on what can and can’t be AI-drafted for client-facing use
Related industries
Don't see your industry? Ask us — every session is scoped to your business, whatever it is.
Ready to bring AI training to your financial advisors & wealth management?
Tell us a bit about your business and we'll follow up within one business day with a recommended workshop format.