An Expert Day for financial advisers
A day with Floris, starting from your firm’s advisory work.
Financial advice brings together client information, calculations, explanations and documentation. AI may support parts of that work, while the adviser remains responsible for professional judgement and advice to the client.
- Handling conversations and files carefully. What can an AI application summarise or organise, and which client data may be used for it?
- Reviewing the output. The Dutch AFM stresses the mortgage adviser’s independent role and the importance of asking follow-up questions when information conflicts. How does an adviser check information and AI output in daily practice?
- Clear advice with traceable information. Calculations, assumptions and client information need to stay connected. Where can AI support the work without replacing professional judgement?
Floris spends a full day at your location and works with the team on tasks from your own advisory practice. His work includes a mortgage MCP and writing about review and human responsibility in AI processes.
Human Out of the Loop explores where human review remains necessary. The mortgage MCP is an example of software that retrieves and organises information for financial advice.