A masterclass in understanding the different potential offered by AI, RPA, big data, machine learning, the Cloud and Voice.

Financial Advisory

15 October 2019

AIFinancial adviserFinancial AdvisoryIndependent Financial AdviserMachine LearningWinning Advisers

We live in a tech savvy world


  • We live in a tech savvy world
  • Clients can be affected by other brands, ie Google, Tesco, etc
  • No one really knows how many jobs will be taken by AI
  • BUT every job will have some form of automation
  • It is already part of our lives – train tickets, costs are examples
  • Human contact is now seen as a premium service
  • Data is the new oil, arguably more important
  • The elderly use voice activation more than the young
  • Don’t make the mistake of thinking the elderly do not use the internet
  • Customer experience is now more important than price
  • Is your technology for you or your client?


  • Knowing which technology is best for your business and clients
  • Joining up systems to support processes and become more efficient
  • Cost of implementation


  • Human contact is now seen as a premium service
  • No clarity re AI replacing jobs as the many papers written on this subject differ
  • Most people use the Cloud but make sure you also have a back up
  • Use technology to optimise processes

Expert: Alex Sbardella - GDR Creative Intelligence

Facilitator: Paul Miles – Silverback Consultancy