Financial planning is a complex and dynamic process that involves collecting, analysing, forecasting, and reporting financial data for various purposes. Financial planners need to deal with multiple sources of information, such as client profiles, market trends, tax regulations, investment options, and risk factors.
Technology and Data
A decription on the growth strategy for the audience.
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like any other industry, ignores it at its peril.