Name
Enhancing Service to Clients by Leveraging Evolving Technology
Date & Time
Thursday, October 2, 2025, 3:05 PM - 3:30 PM
Speakers
Description
Strengthening the advisor-client relationship by expanding meaningful touchpoints and using AI to deliver timely, relevant, and personalized support.
Questions:
- How can AI best complement the advisor’s role without replacing the human touch that clients value?
- What types of AI-generated insights or data would most effectively enhance an advisor’s ability to serve clients?
- How can we measure whether AI is actually improving client engagement and satisfaction?
Location Name
Lakeview
Full Address
The Westin Calgary
320 4 Ave SW
Calgary AB T2P 2S6
Canada
320 4 Ave SW
Calgary AB T2P 2S6
Canada
Location
Lakeview