3 Ways Your Team Can Use AI to Support Your Business

As AI continues to advance, businesses that embrace this technology will be well-positioned to thrive in the digital age. To help you unlock the full potential of AI, we’ve put together a short list of three ways your team can use AI to support your financial advisory practice.

#1. Elevate Client Communication

As you know, client communication goes beyond annual review meetings and client events. AI tools can help you and your support staff maintain consistent, personalized contact with your clients. While you focus on the planning and review prep that goes into those annual in-depth client meetings, your team can tap into AI technology tools to help manage routine touchpoints.

Practical applications include:

• Birthday and milestone recognition with personalized messages
• Summarizing meeting notes for personalized meeting follow-ups

#2. Streamline Administrative Workflows

Repetitive administrative tasks can drain your team's energy, and, in our industry, they can be particularly time-consuming due to regulatory requirements. AI technologies offer solutions by automating processes. From email management to scheduling, these tools can significantly reduce administrative overhead.

Potential operational improvements:

• Automated CRM with lead scoring and insights
• Email and Calendar scheduling automation and intelligent meeting suggestions (e.g. Microsoft’s Cortana assistant)
• Automated data entry

#3. Optimize Content Creation and Marketing

Content development requires creativity and strategic thinking. And quite frankly, it takes time. AI can support your marketing efforts by helping your team develop and customize client communications while maintaining your firm’s brand / tone of voice and compliance requirements.

AI content support features:

• Personalized newsletter development
• Social media post generation and optimization
• SEO keyword strategy development
• Initial content drafting

Last, but not least it’s important to note that the human element remains crucial.

While AI offers incredible support, it’s not about replacing people—it’s about empowering them. These tools enable your team to handle routine tasks more efficiently, allowing them to focus on what technology can't replace—building trust, understanding client goals, and providing personalized financial guidance. By integrating AI thoughtfully, businesses can create more agile, responsive, and innovative work environments. The goal is collaboration: leveraging technology to amplify human potential and drive meaningful business progress.

Are you ready to explore how AI can transform your financial advisory practice?