Financial advice

JUST GOT SMARTER

AI at Wealth Wizards

We've developed the robo adviser of the future that not only improves the way advice is given, but also revolutionises interactions with the digital adviser.

Turo: Powering up your advisers

Ability to learn your advice policy and deliver automated advice
Allows advisers to support more cases whilst maintaining quality
Can verify that safe and compliant advice is being delivered

Dedicated AI teams

We have an 'AI Guild' of scientists and engineers specialising in AI. Watch the video from their away day in November.
Our CTO Peet Denny is the founder of the Birmingham AI Meetup group which meets every month to share innovations in AI.

Finovate

In March, we took part in Finovate. CEO Andrew Firth and CTO Peet Denny did a 7 minute demo of Turo, showing how it can analyse an adviser's advice policy and then advise a new client, generating a new report in a matter of seconds.

the ai advice expo

In May, we held an exclusive event at Warwick Business School, The Shard. The aim was to bring together the most knowledgeable people into one room and predict how a future advice industry using AI might look.

We welcomed Dr Daniel Susskind, fellow at Oxford University and author as keynote speaker. He talked about 'The Future of the Professions' and how jobs will look remarkably different from today.
Andrew Firth, CEO of Wealth Wizards kicked off the day, looking at the advice landscape in the UK, exploring the 'advice gap' and what we can do to address it.
David Stevens, Life Advice Director at LV= shared their innovation journey and how they plan to continue the adoption of automated advice.
Peet Denny, CTO at Wealth Wizards let everyone into the exciting developments which include speech recognition and AI going on in Wealth Wizards.
Simon Bussy, Domain Director at Altus based his talk on the report 'AI: the evolution of financial advice' which looks to advice firms and beyond for bet practice.

What future can we expect from AI?

Humans control the planet. Not because we're the strongest, the biggest or the fastest, but because we're the most intelligent. But when we're no longer the smartest, and machines evolve quicker than we can - what then? And how long will it take before machines supersede human intelligence?

Read the latest report from Altus which evaluates the progression of AI and its impact on financial advice.
Download the Altus report

Get in touch

If you'd like to find out how the Wealth Wizards Smart Platform can work for you, fill in the form below and someone will be in touch.  Alternatively, you can call 0113 280 6426.

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Disclaimer

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Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT. 
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