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How to Evaluate AI Tools for Your Advice Firm
I work closely with AI tools for advice firms. And, even when doing this for a living – working day in, day out – I’m still discovering something new most weeks. Just last week, a UK adviser messaged me on LinkedIn to put me in touch with a founder building something that genuinely looked impressive:…
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How to Use AI in Your Advice Firm Without Breaking FCA Compliance
Last week, an adviser confided in me that he personally knew of several UK advisers uploading client fact finds straight into ChatGPT. No clear AI governance plan. No compliance process. No audit trail. The client data was flowing across the ocean to US data centres, without the client’ knowledge. So far, I’ve met three types…
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Where to Start with AI If You’re a Small UK Advice Firm
I spoke with an adviser in Worcester last week. He was overwhelmed by AI. He knew he needed to take the tech seriously, but didn’t know where to start. Should he focus on learning to maximise ChatGPT? Or, was it better to focus on using advisertech solutions like Saturn OS? How many tools should he…