Test Event

When:  Dec 9, 2025 from 12:00 to 13:15 (CT)
Associated with  FPA of Wisconsin

Event Description

How Financial Services Professionals Can Thrive in an AI-Driven Ecosystem

This presentation will demystify the transformative power of Artificial Intelligence (AI) in the financial services industry. Covering efficiency improvements, cost reduction, and enhanced research abilities, Spencer X Smith will demonstrate how AI can streamline operations, predict client behavior, and maximize utilization, revolutionizing the way we manage our practices.

Join us as Spencer X Smith will specifically cover ChatGPT, Google's AI solution Gemini, and the ever-evolving AI offering from Microsoft - Copilot.

Learning Objectives include - 
1. Understand the key concepts of Artificial Intelligence and its application in the financial services industry.
2. Discover ways in which AI can streamline operational processes, enabling cost reduction and greater efficiency.
3. Learn how AI tools can predict client behavior to improve their satisfaction and associated outcomes.
4. Envision the transformative potential of AI in revolutionizing financial services practice operations and client experiences.
5. Gain knowledge of practical, immediate-use AI tools for enhancing growth and efficiency in the financial services industry.

This session has been accepted by CFP Board and WI Insurance.


Register now 

Event Location

Online Instructions:
Url: https://fpawi.starchapter.com/meet-reg1.php?id=262
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Non-Member Registration

When:  Dec 9, 2025 from 12:00 to 13:15 (CT)
Community:   FPA of Wisconsin

When & Where

Online Instructions:
Url: https://fpawi.starchapter.com/meet-reg1.php?id=262

Dec 9, 12:00 - 13:15 (CT)

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Description

How Financial Services Professionals Can Thrive in an AI-Driven Ecosystem

This presentation will demystify the transformative power of Artificial Intelligence (AI) in the financial services industry. Covering efficiency improvements, cost reduction, and enhanced research abilities, Spencer X Smith will demonstrate how AI can streamline operations, predict client behavior, and maximize utilization, revolutionizing the way we manage our practices.

Join us as Spencer X Smith will specifically cover ChatGPT, Google's AI solution Gemini, and the ever-evolving AI offering from Microsoft - Copilot.

Learning Objectives include - 
1. Understand the key concepts of Artificial Intelligence and its application in the financial services industry.
2. Discover ways in which AI can streamline operational processes, enabling cost reduction and greater efficiency.
3. Learn how AI tools can predict client behavior to improve their satisfaction and associated outcomes.
4. Envision the transformative potential of AI in revolutionizing financial services practice operations and client experiences.
5. Gain knowledge of practical, immediate-use AI tools for enhancing growth and efficiency in the financial services industry.

This session has been accepted by CFP Board and WI Insurance.


Register now 

Pricing

registration type
regular