Modernising Advice with AI and Innovation
Morningstar's Director of Product, Sunny Yeap, and National Account Manager, Advice Software, Kate Cruickshank share Morningstar's AI progress and what it means for your practice today.
Key takeaways:
- Why AI will not replace the advice process and where advisers will always stay in control
- What "hours to minutes" looks like in practice and how it's being built into every layer of Morningstar AdviserLogic
- Why Morningstar AdviserLogic started with AI file notes and how smarter data capture drives efficiency across your entire advice workflow
Tasks that used to take hours. Now taking minutes. That's time back with your clients.
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