Advisers turn to DIY AI builds but urged to approach with caution

Whilst advisers were initially focused on how AI could help with meeting notes, report writing and administrative tasks, some are now exploring whether the technology can be used to build entirely new systems and workflows tailored to their own businesses. Yellowtail Financial Planning founder Dennis Hall has spent the past two years building an AI-powered coaching and behavioural analysis system for use within his own firm. Speaking to Professional Adviser, he said the project began almost by accident. Following the pandemic, Yellowtail Financial Planning was recording client meet...