Advisor advantage: Leveraging AI effectively (Part 1) – Jonathan Milne

Podcast: FidelityConnects · Fidelity Canada

Opublikowano: 2026-10-19

Artificial intelligence (AI) is no longer a future concept. It's a tool advisors can use today to work smarter, save time and better support clients. Join Jonathan Milne, VP of AI Services at Demand Spring, for the first installment of a four-part series exploring how advisors can put AI to work in their practice. Jonathan will go beyond the basics of AI prompts, sharing practical ways advisors can integrate AI into their daily workflows. Learn which tools are gaining traction, how to enhance what you already know or build on your existing skill set, and where AI...