Our Services

Discover a range of AI-driven solutions designed to help financial professionals enhance efficiency, improve client engagement, and achieve sustained growth.

Tailored AI Solutions for Financial Professionals

Our comprehensive services are designed to meet the unique needs of financial professionals looking to embrace AI technology. From introductory workshops to in-depth consulting, we offer the tools and expertise to help you leverage AI for increased productivity, better client engagement, and business growth.
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Free AI Workshop

Each month, we offer a free 30-minute introductory session designed to help financial professionals get comfortable with AI. Held on Zoom, this workshop demonstrates 2-3 practical examples of how AI can be used in both personal and professional settings. We also introduce "prompting," teaching you how to ask AI the right questions to get useful, actionable results.
Join Our December 4th Workshop
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AI Courses

We collaborate with individuals and organizational clients across the financial services industry to develop tailored educational programs. When working with organizations we typically engage for a multi-course bundle. Whether individual or organization-wide, our deep dives explore AI trends and advanced 'ninja' prompting techniques, using real-world examples that apply directly to financial professionals. Our courses also cover how to use AI in sales and ensure compliance. After the course, clients can reach out for free, monthly, during office hours for ongoing support.

If you are interested in exploring this for your firm, please contact us at [email protected]. Or interested for yourself? Register for our upcoming open enrollment course below.

Each course is priced at $499 per seat.

Join Our December 18th Course
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Optimal Thoughts Newsletter

Each month, we produce Optimal Thoughts, a subscription-based newsletter that goes beyond just updates. As a subscriber, you'll receive the latest AI developments, skill-building insights, and best practices, along with exclusive access to instructional videos on advanced prompting techniques. Whether you're a financial professional or lead a team, this is your resource to stay ahead in the AI landscape.
Learn More
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Firm Consulting

We offer personalized consulting services to financial firms, helping identify and implement AI solutions that address specific challenges and drive innovation. As a trusted partner, we collaborate with clients to ensure AI initiatives are aligned with their goals and deliver tangible results.
Contact Us
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Speaking Engagements

Our team excels in delivering engaging presentations to groups of all sizes, whether at industry events, conferences, or company meetings. We educate financial professionals and their clients on the transformative potential of AI in the financial sector, using real-world examples and actionable insights to inspire the next step in their AI journey.
Book a Speaking Engagement