Kick off AI Month with a deep dive into how Finmate AI and PreciseFP are teaming up to bring smarter automation to financial advisory firms.
We’ll walk through real use cases that show how AI can reduce manual data entry, speed up onboarding, and keep client information flowing smoothly.
If you’re curious about using AI to save time and elevate your client experience, this session is for you.
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Daniel Yoo
Founder/CEO, FinMate AI
