Building AI Agents for Financial Advisors
Next webinar
Thursday, December 11 at 2:00 PM ET
Thu 12/11 2pm
Tuesday, December 16 at 2:00 PM ET
Tue 12/16 2pm
Learn how to build and deploy custom AI agents tailored for financial advisory practices. This hands-on webinar shows you the practical steps to create intelligent automation that serves your clients better.
What You'll Learn
AI Agent Architecture for Financial Services
LLM selection, prompt engineering, and system design
Building Custom Client Research Agents
Auto-gathering and synthesizing client information
Integration with Existing Tech Stack
Connecting agents to CRM and portfolio systems
Real-World Agent Use Cases
Live demos of working AI agents
Reserve Your Spot
This exclusive webinar is designed specifically for Independent Registered Advisors and financial advisors.