National Bank Investments

Unlocking wealth with AI

Level up your advisory practice

Leverage the power of artificial intelligence to benefit your advisory practice.

In this webinar with Microsoft, you will see use cases and real-life examples of how advisors leverage AI to enhance client meetings, draft portfolios, review financial plans and revolutionize client interactions.

November 28, 2023 | 11 am EST

Speakers

Tracy Lagasse

Industry Advisor - Financial Services
Microsoft Canada

Brian Cann

Regional Director – Eastern Canada
Microsoft


The archive of the webinar is no longer available.

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