To support R & D initiatives focused on leveraging AI tools to enhance financial advisory processes.
What You’ll Do AI‑Assisted Financial Planning Support - Explore how AI applications (e.g., Claude and similar platforms) can enhance financial planning and advisory processes
- Design and test AI‑supported solutions for product comparisons, portfolio structuring, and financial planning workflows
- Develop AI prompts, templates, and frameworks to improve adviser productivity, planning consistency, and alignment with the firm's preferred product mix
- Document key findings, use cases, and recommendations for potential business adoption
AI‑Assisted Compliance & Advisory Support - Assess the potential of AI applications to strengthen compliance and advisory‑related processes
- Design and test AI‑supported solutions to enhance Basis of Recommendation (BOR) write‑ups
- Develop AI‑assisted approa...