IFPAS WS: AI-Ready Advisor: How to Win in the Age of Generative AI by Andrew Chow

In today’s rapidly evolving financial landscape, financial practitioners who harness Generative AI gain a significant competitive edge. This practical, hands-on session introduces financial practitioners to the world of AI-powered tools that can transform client engagement, streamline operations, and elevate professional productivity. Learn how to leverage AI responsibly and effectively to enhance your advisory practice.

Workshop Learning Objectives

1. Understand the fundamentals of Generative AI and how it applies to financial advisory work
2. Discover practical AI tools to enhance client communication, content creation, and research
3. Learn how to use AI for personalised client engagement and follow-up
4. Identify opportunities to automate routine tasks while maintaining the human touch
5. Gain insights into ethical AI use and compliance considerations in the financial industry

Workshop Outline

1. Setting the Context: AI Revolution in Financial Services & Responsible Use
2. Introduction to Generative AI — What It Is and Why It Matters for Advisors
3. Hands-On: AI Tools for Client Communication, Proposals, and Content Creation
4. Real-World Applications: Case Studies from Financial Advisory Practice
5. Q&A Session

Target Audience

Financial advisor representatives and practitioners who want to stay ahead of the digital curve by integrating AI into their daily practice. Suitable for those looking to improve productivity, enhance client engagement, and future-proof their careers by adopting AI-powered workflows — regardless of technical background.

SPEAKER’S PROFILE

Andrew Chow, CSP MBA, is a leading AI Transformation Consultant and Certified Speaking Professional who has developed over 700 AI applications for corporate and government clients across Asia-Pacific. As Past President of Asia Professional Speakers Singapore (APSS), he brings deep expertise in professional development and business communication. Andrew has trained over 2,000 public servants and delivered keynotes to more than 100,000 professionals across 20+ countries. He is the best-selling author of three books, including Personal Branding 247, and runs multiple business entities. Andrew specialises in making AI accessible and actionable for business professionals.

• Certified Speaking Professional (CSP) & MBA
• AI Transformation Consultant with 700+ AI applications developed
• Past President, Asia Professional Speakers Singapore (APSS)
• Best-selling Author & International Keynote Speaker
• Trained 2,000+ public servants and 100,000+ professionals globally