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DTSTAMP:20260813T180538Z
DTSTART:20260904T200000Z
DTEND:20260904T210000Z
SUMMARY: Build Your First AI Agent for Client Advisory Services 2026  (1 hour) [NT]
DESCRIPTION: 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.
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