Hello {User}
Onboarding and Integrating AI
Guiding you through the use of AI
AI - The Big Picture
AI is developing so fast, it helps us all if we can see the big picture and how it is evolving; the way the world is reshaping.
We are going to bring you regular updates, in the form of news, latest information on key AI developments, including well beyond Financial Services, and we will share comments from experts, video discussions and podcasts.
AI within Financial Services
Using AI to generate leads
AI Products
How can I use AI in financial planning?
Working with AI agents and assistants
AI agents and assistants are beginning to become available for us to work with, like new team members.
The term agent or assistant is widely used, and currently there is no real meaningful dividing line, between them.
Some of them will perform specific tasks, some are more general.