FAYBL’s Post

Solving Financial Advisors' Time-Consuming Pain Points with YBL.AI Co-Pilot: Be The Human, Not The Machine Join us for an exclusive webinar on YBL.AI Co-Pilot, an advanced AI tool designed specifically for financial advisors. More than just a note-taker, YBL.AI Co-Pilot (https://www.ybl.ai/) streamlines many of your time-consuming tasks, allowing you to focus on delivering value to your clients. This intuitive solution helps with everything from organizing client data to generating tailored reports and insights, freeing up your time for strategic decisions. Discover how YBL.AI can simplify your workflow, reduce administrative burden, and help you provide a better client experience. Don’t miss this opportunity to elevate your advisory practice! REGISTER HERE: https://lnkd.in/gW-nfanq

Financial Advisers: If you’ve been wondering how AI can actually help you scale your business (beyond the buzzwords), this webinar is for you. Adele Martin and I are hosting a hands-on session designed specifically for practice owners and managers who are ready to take action. We’ll show you how to: ✅ Automate the admin and compliance headaches that eat up your team's time. ✅ Use AI as your behind-the-scenes assistant, not a replacement for your expertise. ✅ Stay secure and keep client data safe, while reaping the rewards of AI. ✅ Tap into platforms like Claras.ai, MyGPTs, and Co-Pilot to achieve results. This isn’t theory or padding - it’s practical strategies and real-world examples you can use today to scale smarter and serve clients better. 👉 Join us and take the next step toward a more productive and profitable practice. 📅 Wednesday December 11 at 1pm AEST 🔗 Register: https://lnkd.in/gy3A-jHn Whether you’re curious about where to start or ready to optimise, this session will leave you with clear, actionable steps. See you there!

Looking to ramp up AI in your practice? Here’s a good place to start 👇👇👇

AI isn’t just a trend—it’s reshaping the financial advisory industry, from streamlining data aggregation to enhancing client relationships. This article explores how one platform uses AI to disrupt the industry and transform the care planning conversation for financial professionals and their clients. Through hyper-personalized long-term care predictions and assistance exploring funding options, Waterlily is ushering in a new era in care planning.

AI isn’t just a trend—it’s reshaping the financial advisory industry, from streamlining data aggregation to enhancing client relationships. This article explores how one platform uses AI to disrupt the industry and transform the care planning conversation for financial professionals and their clients. Through hyper-personalized long-term care predictions and assistance exploring funding options, Waterlily is ushering in a new era in care planning.

The proposed business solution involves developing a multi-label classification model. Similarly, this model utilizes existing tagged customer data to automatically assign multiple tags to new conversations. As a result, call centre specialists can save time and focus on other high-priority tasks instead of manually assigning tags. For example, recognizing multiple animals in a single picture or tagging blog articles with relevant topics like “AI,” “ML techniques,” and “Healthcare.”

📑 Spending too much time on manual data entry? Litify AI seamlessly extracts key information from your documents and automatically fills out the relevant fields on the matter. Watch (and read!) below to see how Litify AI can unlock data that’s typically tucked away in documents and empower your case managers to focus on more complex, impactful work — like maximizing case value or building client relationships. Start making the most of your documents: https://lnkd.in/ex5eCe-u

Earlier this week Patrick Dichter posted a snapshot of an internal slide. Part of the slide was around AI and automation, and in the bottom right were reminders of what clients value.... Notice at least half of them are 'people skills' (respond quickly, easy to work with, can advise/ask questions & knows my industry) and another set is around SIMPLIFYING their life (pretty charts, make my life easier, more affordable than in house). These are foundational client experiences that are OFTEN IGNORED because they feel so 'easy', 'fluffy', and 'simple'. But they drive extreme client retention, increase word of mouth, and enable a highly leveraged, profitable firm. Take this as a reminder to PERFECT the 'basics' before getting too fancy.

Ever wish you could welcome new clients with a head-turning, “Wait, how did you do that so fast?” kind of report—without spending hours hunched over spreadsheets? That’s exactly what Balanced Equation just pulled off. They added a quick intake form on their site, offering free consultations. Then BAM—CountingWorks PRO’s AI Agents swoop in, crunch the details and spit out a ready-to-customize report for everything from tax mitigation to entity setup to cash flow fixes… in minutes. The kicker? It takes less of their time to look like a top-tier advisor. Win-win. See our AI Agents in action here: https://lnkd.in/ge2vmFkN

🔍 Static X-Dates? Let’s Replace Chaos with Clarity! 🔍 Are you still working down static X-date reports, wondering which accounts need your attention most? It’s time to shift gears. At ReFocus AI, we believe renewals shouldn’t be a guessing game. Our tools surface actionable insights that help you prioritize the accounts that truly need your focus—saving you time and keeping your clients happy. ✅ Say goodbye to wasted hours. ✅ Say hello to smarter workflows. ✅ Drive efficiency and build stronger client relationships. The question is: How are you prioritizing your renewals today? Let us know in the comments below!