Stop Chasing Rainbows - Helping You Make Smarter Decisions Around AI

On Thursday, 9 April, Tangelo Advice Consulting and Finura Group held a joint webinar session on the topic on everyone's lips: how to make smarter decisions and utilise AI effectively in an advice business.

It was a high-energy session with strong interest from the community.

We took a deep dive into:

• Getting the basics right (data and process)

• Choosing the right solution (what actually matters when assessing vendors)

• Embedding and monitoring the solution for long-term success

• Risk management and governance

• Common and emerging uses of AI across advice delivery

While this was a monthly session for Tangelo Elevate, we were thrilled to open it up to a broader audience.

The full recording is available now - simply hit play on the video to catch up on the session.