Simple and actionable AI advice: 3 areas to save time and increase growth
Many financial advisors resist using AI simply because they do not know where to begin. By starting with small pilot programs, they can discover practical uses that lead to broader adoption, driving down costs, boosting sales and increasing profitability.
Read Mike Byrnes’ Think Advisor article for his advice with three ways advisors can get started with artificial intelligence.
1. Novice: Improved Meeting Notes and Follow-up Items
Using AI-powered note takers saves time, ensures notes get recorded, provides complete summaries and integrates notes into workflows and CRM systems. In all, they improve client service, efficiency and even help with compliance requirements.
2. Beginner: Draft Follow-up Email Communications
Generative AI is an easy entry point for financial planners, as it is simple to use and can create high-quality, customizable client communications—like follow-up emails—saving time and improving client relationships.
3. Intermediate: Create Campaigns
AI can help financial advisors segment clients, create targeted content, automate marketing, and optimize prospect engagement—driving better lead conversion and improving outreach through data-driven insights and real-time support.
Wonder where to start? Need help developing an AI strategy?
Contact Mike Byrnes at Byrnes Consulting for his customized advice.
