AI x Financial Planning: How to make shift happen

Why most AI projects in financial planning fail (and what to do instead)

Everyone’s talking about AI. Few are using it well.

In financial planning, the rush to ‘add AI’ often backfires. Tools are bolted onto clunky processes, teams feel overwhelmed and efficiency gains never materialise. The problem isn’t the technology itself, it’s the order of play.

In this unmissable webinar from Melo and Saturn AI, we’ll walk you through a live case study showing how to get it right. You’ll see how firms can first redesign their processes for clarity and efficiency, then introduce AI in a way that genuinely works for advisers, paraplanners and operations teams.

Register Now

This isn’t theory. You’ll get to see what happens when you put process first and tech second and why that simple shift can save your firm wasted time, frustrated staff and expensive mistakes.

Who should attend

• Financial planning firm owners and leaders who want to improve efficiency without burning out their team.
• Advisers, paraplanners and ops staff who are fed up with clunky tools that don’t make life easier.
• Providers and partners who want to support financial planning firms with smarter conversations around tech and process.

What you’ll take away

• A framework for redesigning processes before automating them
• Examples of where AI genuinely works (and where it’s just hype)
• A clear playbook on how to help your team adopt AI without fear, friction or failure

Our panel of experts will be on hand to answer your AI questions live, so you leave with clarity on how to make the next step in your firm.

• Ben Wright – Founder & Chief Innovation Officer, Melo
• Kath Harvey – Head of Progress, Melo 
• Tom Hind – Founding Strategic Partnerships Lead, Saturn

📅 Date: Tuesday 21 October
🕙 Time: 12:00pm – 1:00pm
📍 Where: Online (Zoom)
🎟️ Register Here!

Secure your spot today and learn how to make AI work for your firm,  the right way round.