Industries · Financial advisers

Build the AI capability behind better advice.

Online learning that equips advisers and practice teams to use AI confidently, practically and responsibly.

The opportunity

More time for clients. Stronger advice.

Advisers are under pressure to deliver high-quality, personalised advice while managing rising costs, growing client expectations and complex compliance obligations. Our online learning equips advisers and practice teams to use AI confidently, practically and responsibly.

The outcomes

What changes for your practice.

Give advisers more time for clients

Use AI to reduce the administrative load across meeting preparation, file notes, documentation, follow-ups and routine communications, freeing advisers to focus on relationships, judgement and advice.

Strengthen research and professional judgement

Build the skills to research more effectively, test AI-generated information, challenge assumptions and produce clearer, more consistent and defensible advice.

Create client experiences built on trust

Communicate faster and provide more personalised service without compromising accuracy, confidentiality, professional accountability or compliance.

An annual subscription that keeps your practice current.

Our learning platform addresses these outcomes and gives you a weekly update on what's new and what matters.

How we help

Where we work with you.

Build lasting AI capability

Lead what's next with our in-person AI masterclass, online capability platform and weekly "what's new" and executive "what matters" briefings.

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Build, design and assure agentic AI

Agentic AI you can trust: designed, built and independently reviewed, with clear accountability.

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AUD$1.1T

We have delivered AI training and capability programs to asset managers and owners managing over $1.1 trillion in assets

3,000+

Professionals who have attended our AI masterclasses

9.6/10

Average participant rating of our AI masterclass

Trusted by industry leaders

What distribution leaders say.

“The systems Will has put in place have changed the entire way we do business. The changes have meant that we have a unique competitive advantage.

Managing DirectorHead of Distribution · $4.4bn AUM

Featured in

Invited to the stages that matter.

Will delivering a keynote on advice at the FSC

Will delivering a keynote for CFA

Alice's guest appearance as a panelist with the CA ANZ on AI

Find out more about AI capability for advice practices.

Schedule a call team@amplifygroup.ai