As automation and AI tools become more accessible, advice firms are streamlining processes. However, successful implementation depends on understanding where technology adds value and where human input remains critical. This interactive session will gather advisers to share what’s working, what’s not, and how to balance efficiency with client experience.

Which automation and AI tools are proving most effective?
What internal or operational challenges have firms faced when implementing digital tools, and how have they addressed them?
Where should advice remain human-led?
How are firms ensuring compliance, oversight, and personalised outcomes while embedding digital tools in the advice process?

Panel Session 2: Automation and Advice — New Frontiers and Possibilities