Saturn

‘AI is an incomprehensibly impactful wildcard in financial advice’

Has ‘ready-made’ workflows, follow-ups, CRM updates and compliance checks

Could cost users ‘tens of thousands of pounds’

‘Project OS’ set to launch in September

The ‘new Wild West’ of AI could help close advice gap

'Advice will always be human'

Pledges 90% cost to serve reduction

‘We need AI and people working together’

Avenir’s MacDonald urges advisers to look at internal processes first

Three practical steps advisers and planners can take now