Putting AI to work in your financial advice firm

Where can AI help with the work around advice? Follow the process from the first enquiry to the annual review, with practical examples at each stage.

Turn checked meeting notes into CRM updates and follow-up tasks.
Prepare cashflow inputs, suitability drafts and provider applications for review.
Define your first hand-off using the workflow planning sheet.

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From meeting notes to a completed follow-up

See how checked meeting notes can become proposed CRM updates, tasks and a draft client email. The guide also covers cashflow preparation, suitability drafts, provider applications and annual reviews.

Use the hand-off worksheet to plan your first workflow and its review points. Advisers remain responsible for advice and reviewing reports; system support needs confirming for each workflow.

Published by Glimzer · October 2026

Putting AI to work in your financial advice firm

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From meeting notes to a completed follow-up

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