Upcoming webinar

Financial advisers spend hours each week on tasks that are essential but repetitive – comparing product features across providers, turning client meeting notes into structured advice documents, and assembling review materials. What if AI could handle the heavy lifting, giving you that time back for the work that actually requires your expertise?

In this session, Dr. Leigh Coney introduces Claude Cowork, Anthropic’s new AI tool designed for knowledge workers. Through two live demonstrations tailored to financial advice workflows, you’ll see how Cowork can take a set of publicly available Product Disclosure Statements and produce a structured comparison in minutes, and how it can transform raw client file notes into draft Statement of Advice sections. This isn’t a theoretical overview of AI. You’ll walk away with a clear understanding of what today’s AI tools can practically do for your practice, where the limitations are, and how to evaluate whether these tools are right for your business.

By the end of this session, participants will be able to:

• Understand what agentic AI tools like Claude Cowork are and how they differ from standard chatbot interactions.
• Identify specific tasks within a financial advice workflow – such as product research and advice document preparation – where AI can deliver meaningful time savings.
• Evaluate the practical capabilities and current limitations of AI tools for use in their own practice.
• Recognise key considerations around data privacy and security when using AI in a financial advice context.
• Apply a framework for assessing whether an AI tool is appropriate for a given task, supporting informed decision-making about technology adoption in their business.