Just wrapped up an incredible few sessions at the FEIFA Conferences in Marbella and Limassol where I had the opportunity to speak about how AI is transforming financial planning.
We’re beyond the “hype” stage. The firms we work with aren’t debating if AI will impact financial advice—they’re figuring out how to make it work for them across people, processes, and proposition.
👉 People: AI isn’t replacing advisers—it’s augmenting them. The best firms are using AI to cut down admin and free up more time for deeper client relationships.
👉 Processes: The advice journey is full of inefficiencies. Automating compliance, report writing, and meeting notes isn’t just nice to have—it’s becoming a competitive advantage.
👉 Proposition: Clients expect more. AI-driven insights, hyper-personalisation, and real-time financial modelling are changing how advisers deliver value.
But here’s the key: It all starts with data. The firms that are serious about AI are the ones investing in better data structures, integrations, and transparency.
💬 Where do you stand?
Are you leaning into AI as a strategic advantage, or are you holding back?
Drop your thoughts below—I’d love to hear how your firm is thinking about AI adoption. 👇
Huge thank you to Paul Stanfield for the invitation and for organising the events.
#AI #FinancialPlanning #FEIFA #FutureOfAdvice #WealthTech #FinTech #AIinFinance #SaturnAI
