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Streamline for Success: Generative AI's Role in Advisor Business Growth

Available On Demand

In the rapidly evolving landscape of financial services, generative AI is emerging as a transformative force, offering unprecedented opportunities for efficiency, innovation, and client engagement. This webinar delves into the multifaceted role of generative AI in advisor business growth, navigating through its potential from initial data capture to workflow automation. Join us as we explore the "funnel" of generative AI application, illuminating how it can revolutionize the way advisors capture data, generate client-centric outputs, and integrate seamless workflows. 

 Key takeaways:

  • Top of Funnel: Data Capture - Understand how generative AI can ingest and comprehend a wide array of structured and unstructured data, setting the stage for deep insights and personalized client engagement.
  • Mid Funnel: Generation - Discover the capabilities of generative AI, how it enhances productivity and allows advisors to focus on higher-value tasks.
  • Bottom of Funnel: Workflow Automation - Learn how generative AI can trigger and manage workflows in other software, streamlining operations, reducing manual errors, and ensuring that client needs are met promptly and efficiently.

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Brought to you by


Sponsored by


Shannon Rosic - Moderator
Director of WealthStack Content & Solutions


Jason Pereira, MBA, CFA, CFP
Senior Partner
Woodgate Financial, Inc.


Yelena Melamed
Head of Product & Co-Founder
Catchlight Insights, LLC


Greg King, CFA
Senior Director and Head of Wealth Management




TAGS: Resources