Build Your First AI Agent for Client Advisory Services 2026 (1 hour) [NT]

Overview

Advisory services create significant value for clients, but compliance deadlines often leave firms without the capacity to deliver them consistently. In this session, you’ll learn how to build an AI agent that automatically reviews client financial data, identifies key performance indicators and notable changes, and prepares meeting talking points before advisory conversations. Through a live demonstration using general-purpose AI tools, you’ll explore practical implementation steps, client data confidentiality considerations, and a framework for evolving staff from preparers to reviewers to advisors. You’ll leave with practical prompts, repeatable workflows, and ideas you can apply immediately—regardless of the AI platform you use.

Highlights

• Why firms struggle to scale advisory services
• The preparer-to-reviewer-to-advisor framework
• Building an AI client preparation agent from scratch
• Automating recurring client preparation workflows
• AI data security and confidentiality considerations
• Identifying advisory opportunities from client financial data
• Determining where AI ends and professional judgment begins

Designed For

CPAs and other financial professionals.

Objectives

• Identify client preparation and advisory tasks that can be delegated to AI agents while retaining appropriate professional judgment.
• Build a basic AI agent that reviews client financial information, surfaces meaningful insights, and prepares meeting talking points.
• Apply data confidentiality best practices and structured prompting techniques when using general-purpose AI tools with client information.

Notice

This sponsored webinar is provided through a partnership with Kick.co