Is Your Practice Ready for AI?

Are you curious about AI, but have very little idea on where to start?

If so, you’re not alone- this is extremely common across the 1,000s of advisors we work with across Canada.

That’s what our AI Readiness Checklist aims to fix. It’s a custom-built roadmap on how your practice can take advantage of AI today.

The best part? If you sign up for Cloven this quarter, we’ll give it to you for free (over $1,000 value).

Sign Up for Cloven

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Why financial advisors need this now.

AI is moving fast. Most advisors know they should be doing something about it, but don’t know where to start, what’s actually worth their time, or how their current setup stacks up.

 

This session cuts through the noise. We’ve partnered with SMB CIO to do an in-depth review of your practice specifically to provide a one-page, personalized AI Readiness Report you can act on right away.

Meet The SMB CIO

Independent Technology Consultant, The SMB CIO

30 years of technology experience in financial services
Trusted by MGAs and advisory firms across Canada
Honest, independent advice. No agenda, no sales pitch.

The SMB CIO specializes in helping financial advisors cut through the noise around technology. In your session, they review your current setup, introduce you to AI tools built for your industry, and hand you a clear, personalized roadmap so you know exactly what to do next.

What your session covers:

 

  • Where your practice stands today, rated Low, Developing, Strong, or Advanced
  • Which tools in your current stack are worth optimizing right now
  • AI note-taking tools worth your time, including Focal AI and Continuum
  • How to get your data into one place so AI can actually work for you
  • New tools to add when your practice is ready
  • Your recommended next steps, this week, this month, and next quarter

 

You walk away with a branded, one-page report prepared and co-signed by The SMB CIO and Cloven.

Book a demo