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.

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.

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 April 2nd Course

Optimal AdvisorAI's Learning Center

The On-Demand AI Education Hub for Financial Professionals. AI is transforming how financial professionals work—but knowing how to use it effectively requires the right approach. With continuously updated videos, expert advice, and practical prompting tips, the Optimal AI Learning Center shows you how to use AI models to save time, enhance client connection, and grow your business.

Learn More

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.

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