Thursday, May 8

"From Information to Insight: AI-Powered Client Experience"

How financial advisors can leverage artificial intelligence to transform raw client data into meaningful insights & enhanced experiences!

By FPA of San Antonio & South Texas

Date and time

Thursday, May 8 · 5 - 7pm CDT

Location

Spurs Club

1 Spurs way San Antonio, TX 78256

Refund Policy

Refunds up to 7 days before event

About this event

Event lasts 2 hours

This program explores how financial advisors can leverage artificial intelligence to transform raw client data into meaningful insights and enhanced client experiences. Participants will learn practical approaches to implementing AI tools for data visualization, trend analysis, and personalized communications that strengthen client relationships while improving practice efficiency.

1 Hour of CFP CE Available!

Organized by

FPA of San Antonio & South Texas

ATTENTION MEMBERS: Please use your member code when purchasing a priced ticket! (not needed for free events)