Stuttgart, Baden-Württemberg, Deutschland
1 Mio. Follower:innen
500+ Kontakte
1 Mio. Follower:innen
500+ Kontakte
Info
For AI Finance Trainings and Workshops:
✉️ Contact me here:…
✉️ Contact me here:…
Serviceleistungen
Artikel von Nicolas Boucher
Aktivitäten
1 Mio. Follower:innen
-
Nicolas Boucher hat dies geteiltGreat question. As i’ve been through that myself, here is what i answered (feel free to add yours in the comments): I had to the same situation when i took over a team of 10 where 3 people went to retirement within 3 months. We actually ended up doing more and serve better the business by doing these things: 1) Some people were doing the same work (for example extracting info from a contract) but for different processes. We stopped all the duplicates tasks by just communicating better on who does what 2) Materiality: as an ex auditor, i started to teach the team to not go after every $100 difference while they were leaving the 1m$ unchecked because it was too complex for them 3) Reduce the amount of reporting. Some of our reports where so detailed because of legacy and history (people in the past asking for a few weeks additional details and it stayed). So i asked everybody to check with their business partner: Why do you need this When do you really need it What do you really need inside What happen if you don’t get it 4) Cover the *ss of your team if they are late. If we couldn’t deliver i told everybody to send the people complaining about it to me. Then i was checking what they really need from us. And sometimes it was just a confirmation or a small info, not a big report. Being late or not delivering helps you get faster reality checks on what the business really needs. 5) Upskill ur team. So many processes are taking so long because people don’t know the fastest way to get there using the right erp export or the right excel trick. Pushing the bar there can accelerate part of the work once you have done 1, 2, 3 and 4 !
-
Nicolas Boucher hat dies geteilt10 steps to master Claude for finance Learn more about Claude for Finance live today: https://lnkd.in/ehFCJSmR Every extra turn costs you money now. Before: 10 messages in, bill goes up, results stay flat, and you're editing everything by hand anyway. After: 2 messages and you have a deliverable your CFO can present. Here is the 10-step system: 1. Pick one expensive finance task 2. Open a new chat 3. Select Fable 5 → High 4. Open your Project 5. Type the goal, not the task 6. Add "ask me questions before you start" 7. Add "show reasoning before the answer" 8. Send it and answer its questions 9. Let it work, don't interrupt 10. Stop after 2 messages If it needs a third message, your prompt was wrong. Fix it. Don't keep stacking corrections. The before and after is in the infographic below ⬇️ Get the full Claude Finance Playbook 👉 https://lnkd.in/ehFCJSmR ♻️ Repost if your Claude bill is going up but your results aren't
-
Nicolas Boucher hat dies geteiltYou've used Excel for 10 years You still Google the formula every time 👉 Go deeper in my free masterclass: https://lnkd.in/eCTH7R4b 1. Excel Formula Lookup "I have two sheets: one with sales order and order amount, the other with sales orders, customer names, and dates. Give me a formula to fetch the customer name using sales order as the key, and explain how to use it." 2. CAGR Formula Builder "I have annual revenue in [CELL RANGE] from [YEAR 1] to [YEAR 2]. Give me the Excel formula for CAGR over this period, place it in [CELL], and explain how it works." 3. Explain an Existing Formula "Explain the formula in cell [CELL] on the '[SHEET NAME]' tab — what it calculates and how each part contributes to the result." 4. Scenario Planning Model "I'm the finance manager of a [COMPANY TYPE]. Build a [TIME PERIOD] scenario planning model for [NUMBER] products with pricing, growth, and churn assumptions, formulas, a graph comparing outcomes, and an editable assumptions tab." 5. Workbook Audit "Scan this workbook for suspicious formulas, inconsistent ranges, or broken links — e.g. formulas referencing deleted sheets, hardcoded values, or mismatched ranges. Flag anything before I share it with [STAKEHOLDER], listed by severity." 6. DCF Model Builder "Build a [YEARS]-year DCF model for a [INDUSTRY] business, with WACC input, terminal value, and enterprise value, on a separate labeled inputs tab so assumptions are easy to change." 7. Anomaly Detector "Review the '[COLUMN]' column ([RANGE]) on '[SHEET NAME]'. Highlight any transactions more than [X] standard deviations from the average, and explain why each stands out." 8. Profitability Model Builder "Build a [X]-year profitability model in a new sheet with input cells for Year 1 Revenue, Growth Rate, COGS %, and Fixed Opex on an assumptions tab. Output Revenue, COGS, Gross Profit, and Net Profit per year." 9. Forecast Chart Builder "Using the historical [METRIC] data in columns [A]-[B] on '[SHEET NAME]', create a forecast chart projecting [METRIC] for the next [NUMBER] months." 10. Trend Summary "Analyze the [METRIC] data in columns [A], [B], and [C] on '[SHEET NAME]' and summarize the key trends from the last [TIME PERIOD]." 11-15 The other 5 (Presentation Outline, Slide Content Draft, Report-to-Slide Summarizer, SWOT Slide Generator, Slide Rewrite for Impact) are in the infographic below. 👉 Go deeper in my free masterclass: https://lnkd.in/eCTH7R4b Save this before your next model or deck.
-
Nicolas Boucher hat dies geteilt30 minutes to set up Claude Cowork for finance I will teach you exactly how to set up yours live tomorrow: https://lnkd.in/ewzKdtva Claude Cowork is the most powerful feature most finance teams have never opened. It reads your files, builds spreadsheets, and completes multi-step tasks on your computer. But only if you set it up right. Here is what 30 minutes looks like: 0-5 min: Install and open Cowork Download the app. Sign in. Click Cowork tab. Type /setup-cowork. Claude walks you through it. 5-10 min: Set up your finance folders Create a "Finance-Cowork" folder. Add Monthly-Close, Budget, Board-Prep subfolders. Drop in your GL template and report files. 10-15 min: Connect your tools Google Drive for spreadsheets. Gmail for email context. Two connectors. That's enough. 15-20 min: Run your first finance task "I want a variance analysis for May. The files are in my Monthly-Close folder. Flag anything above 5% or $50K. Ask me questions before you start." 20-25 min: Iterate on the result "Add a summary tab with KPI tiles." "Move the commentary to the top." "Flag the three largest drivers in bold." 25-30 min: Create a real deliverable "Build a monthly close package. Variance bridge. Executive summary. CFO talking points for Tuesday. Save to my Google Drive." For finance: start with Plan mode. Move to Auto after the second month. Never use Bypass on sensitive data. Full visual timeline in the infographic below ⬇️ Want the full Claude course for finance? 👉 https://lnkd.in/ewzKdtva ♻️ Repost to help a finance team get started with Cowork today
-
Nicolas Boucher hat dies geteiltI type four words and my AI CFO clone builds my entire cockpit Here is exactly how to build yours, live tomorrow: https://lnkd.in/ey3QFXyP I type "how is my day" and my clone goes through my company data, my emails, and my files, then builds a full CFO cockpit The task that used to take an hour every morning now takes the time it takes me to pour a coffee I've taught thousands of finance professionals how to use AI for finance, and this is the exact build Here's the process: 1: Build the foundation - Create a master folder in Google Drive, OneDrive, or connect your accounting system directly - Add the files behind the metrics you check every morning, for me that's the general ledger, daily sales, and daily AR 2: Give Claude context on you - Export your LinkedIn profile to PDF, this is what gives the clone your voice of experience instead of sounding like any generic finance person - Ask Claude to build a company snapshot from your company website, covering clients, market, headcount, and locations - Feed it representative emails and ask it to describe your writing style, then correct it back and forth until it's actually you, dollars vs euros, bullet points or not, tone and length - Once it's dialed in, ask Claude to turn that into one detailed style document you can reuse 3: Turn the context into a project - Create a new Claude project and add your three context files, LinkedIn export, company snapshot, and style guide - Only after Claude has seen all of that do you ask it to write the project instructions, otherwise it starts guessing about you and your company, which is the last thing you want in finance 4: Connect your real data - Connect the Google Drive connector so Claude can actually read your folder - Ask it to build your daily dashboard from that folder, and to scan your inbox for the last 24 hours of emails - Refine it with follow-up prompts until the layout, order, and details match how you actually want to start your day 5: Turn it into a Skill - Once the cockpit is right, ask Claude to turn the whole workflow into a Skill - Save it, and it's now available everywhere in Claude 6: Automate the trigger - Add one line to your project instructions: if the user asks "how is my day," launch that Skill - From then on, four words is all it takes I teach this exact build, plus many other use cases, every Tuesday in my free AI CFO Masterclass Join here 👉 https://lnkd.in/ey3QFXyP 💬 What would be the first thing you'd want your AI CFO clone to check every morning? 🔁 Repost if your team could use a daily cockpit like this
-
Nicolas Boucher hat dies geteiltI built a free Claude course for CFOs Everything you need to master Claude for finance 👉 Learn what Claude can actually do: https://lnkd.in/ehEcVgZ6 Most CFOs I've worked with use Claude for general tasks like rewriting emails or summarizing documents. They have no idea it can build financial models, automate Excel workflows, and save 20+ hours per month. 👉 Register for my free AI workshop here: https://lnkd.in/ehEcVgZ6 This free course changes that. Bookmark this list and work through it 👇 1. Top 100 Claude Tips - https://lnkd.in/g7c-stUD 2. Claude Sonnet 4.6 - https://lnkd.in/g5uspncP 3. Claude Opus 4.6 - https://lnkd.in/gwifeA5a 4. Claude in Excel: Build Financial Models - https://lnkd.in/gQRtdkBT 5. Claude for Finance: 4 Power Moves - https://lnkd.in/gKPNze4Z 6. Claude Voice Mode - https://lnkd.in/gEED_F6c 7. 5 BEST Ways to Use AI in Excel (Video) - https://lnkd.in/dTQuGMpV 8. How to Master Claude in Excel - https://lnkd.in/g98X8qTD 9. Claude Finance Playbook - https://lnkd.in/gB5WjkdS 10. Claude is in PowerPoint - https://lnkd.in/gya_F7ga 11. AI Blueprint 2026 ft. Shawn Kanungo (Video) - https://lnkd.in/dfTwuFnD 12. How to Use Claude as a Finance Pro (Video) - https://lnkd.in/dWXkg7xi 13. Claude Cowork - https://lnkd.in/gfHGAs_9 14. How This CFO Saves 2+ Hours/Day (Video) - https://lnkd.in/dbbaXfYq 15. Claude's Free-Tier Features - https://lnkd.in/g-ir_Ug 🙏 Help me spread this free course: like, share and comment! - - - 🎓 Want to go even deeper? Join my free AI CFO Masterclass where I cover live use cases, compare AI tools, and walk you through the full roadmap to becoming an AI CFO. 🎓 Free Masterclass - How to Become an AI CFO If you want to go beyond theory and actually - Automate reporting, forecasting, and analysis without writing code - Cut days of manual finance work down to minutes - Save 20-40+ hours per month with AI workflows - Adopt AI securely and stay ahead of fast-changing tools 👉 Register for my free AI training: https://lnkd.in/ehEcVgZ6 Why listen to me? I've trained 70,000+ finance pros and work with brands like Mercedes-Benz, KPMG, and Rakuten on AI in Finance Bookmark the course. Join the masterclass. Your month-end will never be the same. P.S. Tag a CFO below who's still doing Excel manually. Let them know Claude changes everything—and the course is free. 🔁 Repost if becoming an AI-powered CFO is on your roadmap
-
Nicolas Boucher hat dies geteiltClaude Cowork is the most underused AI tool in finance 10 videos, that's all you need to use it like the top 10% Learn more AI or finance here: https://lnkd.in/ezsAJ46w Manual reconciliations, endless Excel cleanups, late-night reporting. That's still the reality for most finance teams. But a new wave of CFOs is building automated systems instead. Here's what's inside 👇 1. Master Claude for finance workflows - Automate invoices, reconciliations, and consolidations in minutes 2. Automate 99% of repetitive work - Set up projects and workflows that run autonomous finance tasks 3. Why Cowork is a game changer - Repeatable processes with better control over operations 4. Learn 80% in 20 minutes - Focus on core features and skip the complexity 5. The only 2026 tutorial you need - Setup, skills, and scheduled tasks with real workflows end-to-end 6. Use it better than 99% of people - Structure your workflows and think in systems, not prompts 7. 5 powerful use cases - Automate reporting, briefings, and build presentations instantly 8. Remove finance bottlenecks - Eliminate repetitive work and speed up your team's output 9. Set it up like a power user - Instructions, tools, and automation to build your own AI stack 10. Bonus: Learn fast with curated content - Save hours of random YouTube searching and focus on what actually works The gap between finance teams is no longer about knowledge. It's about execution. The professionals watching these videos and building systems are pulling ahead while everyone else is still doing the same manual work every month. 👉 Join my free AI CFO Masterclass: https://lnkd.in/ezsAJ46w 💬 Which use case would save you the most time? 🔁 Repost if your finance team needs this playlist.
-
Nicolas Boucher hat dies geteilt4 levels of Excel mastery with AI and most finance teams are stuck on level 1 Learn AI for Excel in my free masterclass tomorrow: https://lnkd.in/eaPA-W8P Most finance professionals use AI in Excel one way: type a question, get an answer, copy it into a cell. That is level zero. Here are the real 4 levels: Level 1: Let AI build it for you Open Claude Cowork. Describe the deliverable. Budget model, variance bridge, KPI dashboard. Claude builds the full workbook from scratch. Tabs, formulas, formatting, charts. One prompt. Level 2: Edit existing files with AI Open your file in Google Sheets. Install ChatGPT (free, official OpenAI add-on). Use @ to reference any tab: "Summarize @P&L in 5 bullets" "Raise growth rate 2% in @Assumptions" Level 3: Iterate like a finance pro Stay in Cowork for structural changes. "Add a Dashboard tab with KPI tiles." "Add Base, Bull, Bear scenarios." The magic line: "List 10 assumptions before executing." Claude shows its logic. You approve. Then it builds. Level 4: Pick the right tool for the job Claude Cowork for building from scratch. ChatGPT in Sheets for editing existing files. Copilot for M365-native teams. Claude in Excel for analysis without upload-download. Stop using one AI for everything. Start using the right one for each task. Full visual with setup steps, prompt templates, and tool comparison in the infographic below ⬇️ I walk through all 4 levels in my free AI CFO Masterclass every Tuesday 👉 https://lnkd.in/eaPA-W8P ♻️ Repost to help a finance team level up their Excel game
-
Nicolas Boucher hat dies geteiltHow I prompt Claude for finance in 5 layers Learn AI for Finance live in my free masterclass: https://lnkd.in/eTJrsHNW Most finance professionals prompt Claude like this: "Analyze this spreadsheet" Then they wonder why the output sounds like Wikipedia. I built a prompting pyramid for finance. 5 layers. Each one makes the output sharper. Layer 1: EFFORT Opus for numbers and complex analysis. Sonnet for drafts and quick questions. Match the model to the job. Layer 2: GOAL Give the outcome, not the task. "Explain the Q2 margin drop to the board" beats "analyze this spreadsheet" every time. Layer 3: ASK ME QUESTIONS End every prompt with: "Before you start, ask me everything you need to know to get this right." Claude asks. You answer. Better output. Layer 4: SKILLS Turn repeatable processes into Skills. One /command beats a 30-line prompt. Build it once. Run it monthly. Layer 5: PROJECT One Project per workstream. Add your GL template, prior reports, and formatting rules. Every chat starts informed. Here is what all 5 layers look like together: "Open my Monthly Close Project. Run /variance-commentary. Flag anything above 5% or $50K. Ask me everything you need to know first. Goal: a June variance report my CFO can present to the board without editing. Use Opus, effort High." That prompt takes 30 seconds to write. The output used to take 3 hours to build. Better context. Better questions. Better output. Full pyramid visual in the infographic below ⬇️ You can also get the full Claude collection for finance here👉 https://lnkd.in/e6azzasu (register for the free masterclass after getting the collection) ♻️ Repost if your finance team still prompts without a system
-
Nicolas Boucher gefällt dasNicolas Boucher gefällt dasApparently I’m officially a Claude Code power user now! Funny, because I’m an accountant, not a software engineer. My work lives in the messy operational space between what the business wants to do and what accounting guidance requires. That usually means product launches, billing system changes, revenue recognition workflows, and all the unique edge cases in between. Claude Code has become one of the tools I use to close that gap. Alongside ChatGPT and Cursor, AI has helped me research faster, trace processes more accurately, pressure-test ideas, perform detailed data checks, and turn ambiguous problems into something my team can actually react to. That’s the part I’m most excited about. The people closest to operational problems can now prototype and build solutions themselves. None of that replaces accounting judgment or strong controls. The work is still defining the problem clearly, setting the right constraints, and reviewing the output hard enough to keep the robots from vibecoding the general ledger.
-
Nicolas Boucher gefällt dasNicolas Boucher gefällt dasAI Training - Need it? If you need an AI course or training for finance, here is my list. Each course below comes from people and organizations I trust and know. Check out my website for my write-ups on each program. We have courses focused on Claude only, Copilot only, how to deeply integrate AI in Excel, community-style learning, and university certificates. I hand-picked each course, and where possible, I worked to get you an exclusive discount. Call it The FP&A Guy Way. Let me know if you have a course you think I should add. In addition to the below, here are some other people I recommend Glenn Hopper - He is my go-to AI person if you need help To implement it at your company? Start with Glenn. Fay Bordbar and Giles Male both do a lot of great Copilot training, even if Giles really wants to play with Excel formulas all day. Christian Martinez - He is one person everyone in finance should follow. He does a lot of great work when it comes to AI. Last but not least, a shoutout to Carolina Lago, who was kind enough to let me attend her Claude Accelerator course. I learned a lot from the course, and I know jer content is good. If you want to learn Claude, check out her course and tell her I sent you, and if you are lucky, she will still let you join her September cohort. If you have questions about a program, let me know.
-
Nicolas Boucher gefällt dasNicolas Boucher gefällt dasSarah Friar, CFO of OpenAI, recently wrote that OpenAI is working toward two bold ambitions: a zero-day close and automated, continuously updated forecasting. I love the ambition. I’m just not convinced zero-day close should become the new gold standard for finance. Are we using AI to take pressure off finance teams, or are we just using AI to create a new, even more unrealistic deadline? 1. What problem are we solving with a zero-day close? If management gets trustworthy numbers on Day 2 or Day 3, what materially improves by getting them on Day 0? 2. What about information that simply does not exist yet? Bank feeds and APIs help, but transactions can still arrive late, be corrected, or carry different effective and posting dates. Automation cannot make unavailable information available. 3. Where is the human in the loop? Do we really want material accruals, estimates, unusual transactions, intercompany issues and judgement calls automatically approved because the technology can process them? 4. Are we reducing workload or just moving the deadline? If finance teams are now expected to produce fully reconciled, management-ready numbers instantaneously, AI could actually create more pressure rather than less. 5. Different closes have different purposes. A monthly management close is not the same as quarter-end, and neither is the same as year-end with audit procedures, disclosures, tax, impairment assessments, estimates and other review requirements. 6. Business model matters. A relatively simple business with highly automated transaction flows is very different from construction, manufacturing, hospitality, project businesses, groups with multiple entities, complex revenue recognition, inventory, WIP or significant estimates. 7. Company size matters too. A zero-day close may be an exciting engineering challenge for a huge organization. For a €10m, €30m or €100m business, the ROI question might be completely different. The technology is only one part of the equation. Your processes, systems and people(!) need to be at the same level too. Would this information materially change how you run your business, or is there a point where faster stops adding value? Love to hear your thoughts.
-
Nicolas Boucher gefällt dasNicolas Boucher gefällt dasSeptember is packed with free webinars for finance professionals. 🎯 Whether you work in finance or you're just curious how AI is reshaping the controller and analyst role, these are the dates to know: 1. How to become an AI CFO Hosted by Nicolas Boucher 🔗 https://lnkd.in/gW_izFDZ 2. From Raw Exports to an AI-Written Board Report Hosted by Ben Murray 🔗 https://lnkd.in/dXACfFG3 3. How to design the perfect AI workflow in finance Hosted by Carolina Lago 🔗 https://lnkd.in/dee8enVX 4. AI in Treasury: From Real-Time Cash Visibility to Liquidity Forecasts Hosted by Bojan Radojicic & Concourse 🔗 https://lnkd.in/dutnricd 5. The Financial Storytelling Maturity Model: How to Move Your Finance Team from Reporting to Influencing Decisions Hosted by Soufyan Hamid 🔗 https://lnkd.in/dUQUD5iS 6. What's New in Copilot for Excel? Hosted by Carl Seidman, CSP, CPA 🔗 https://lnkd.in/dGFPneyz 7. Learn About Popular FP&A Certificates Hosted by Paul Barnhurst 🔗 https://lnkd.in/dRQaAnt6 8. Steal MyFP&A Playbook Hosted by Christian Wattig 🔗 https://lnkd.in/dkWMu7gq 9. 3 Steps to Become an AI-Native FP&A Leader Hosted by Bojan Radojicic 🔗 https://lnkd.in/dG72j-WV. 10. Four Versions of Revenue, One Source of Truth: FP&A for Software Companies Hosted by Christian Wattig & Abacum 🔗 https://lnkd.in/dGhRZUkD 11. The Cash Flow Forecast Nobody Wants to Build: And Why It Matters Most Hosted by Carl Seidman, CSP, CPA 🔗 https://lnkd.in/d4mD9WuT 12. AI Usage Within the Finance Function (SMB Space Where IT Resources are Limited) Hosted by Bojan Radojicic & Paul Barnhurst & insightsoftware 🔗 Registration link - to be announced soon on my profile. Save this post so it doesn't slip past you. 👇 Which one are you joining?
Berufserfahrung und Ausbildung
Bescheinigungen und Zertifikate
Ehrenamt
-
Trainer
Football Club
– 5 Jahre
Sozialwesen
-
Sharing my knowledge with finance professionals & business people
https://nicolasboucher.online/
Ausbildung
Sprachen
-
English
Verhandlungssicher
-
German
Verhandlungssicher
-
French
Muttersprache oder zweisprachig
Erhaltene Empfehlungen
6 Personen haben Nicolas Boucher empfohlen
Jetzt anmelden und ansehenWeitere ähnliche Profile
Weitere Beiträge entdecken
-
Forvis Mazars in Switzerland
𝐒𝐮𝐬𝐭𝐚𝐢𝐧𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐡𝐚𝐬 𝐦𝐨𝐯𝐞𝐝 𝐟𝐫𝐨𝐦 𝐧𝐢𝐜𝐡𝐞 𝐭𝐨 𝐦𝐚𝐢𝐧𝐬𝐭𝐫𝐞𝐚𝐦 𝐢𝐧 𝐒𝐰𝐢𝐬𝐬 𝐛𝐚𝐧𝐤𝐢𝐧𝐠 – 𝐛𝐮𝐭 𝐡𝐨𝐰 𝐚𝐫𝐞 𝐛𝐚𝐧𝐤𝐬 𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐩𝐮𝐭𝐭𝐢𝐧𝐠 𝐢𝐭 𝐢𝐧𝐭𝐨 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐞? At Forvis Mazars, Janine Hofer-Wittwer, CFA spoke with leaders from six cantonal, private and regional banks across Switzerland to find out how they’re putting ESG into practice. The conversations were honest – and encouraging: • Clients want transparency – real examples, real impact, not ESG jargon • Regulation is demanding, but it’s helping banks build trust and raise the bar • Innovation is happening, from green mortgages to climate-aligned investment funds • Sustainability teams can’t work in a silo – it takes board support and internal know-how • The hype phase is over. Now it’s about doing the work and showing the results A big thank you to those who shared their insights: Florian Tresch – Basellandschaftliche Kantonalbank, Daniel Wild – Bank J. Safra Sarasin, Marie-Laure Chapatte – Banque Cantonale Neuchâtel, Damien Contamin, CIIA, CFA ESG – Banque Cantonale de Genève, Urs Podzorski – Aargauische Kantonalbank and Baloise CH. 👉 Read the full article to see how Swiss banks are navigating their sustainability journey: https://lnkd.in/dqhB2Gtq #ForvisMazarsInSwitzerland #Sustainability #SwissBanking #FinancialServices #ESG #SustainableFinance #ClientExpectations #BankingInsights Janine Hofer-Wittwer, CFA Carla Reiss
-
Tanu. Sethi
💡 AI in Finance: The Future is Already Here Artificial Intelligence is transforming the finance and investment landscape faster than ever before. From algorithmic trading and risk management to portfolio optimization and customer analytics, AI is enabling professionals to make faster, smarter, and more informed decisions. What makes this evolution remarkable is not just automation — it’s augmentation. AI isn’t replacing financial expertise; it’s enhancing it. By combining data-driven insights with human judgment, finance professionals can focus more on strategy, innovation, and value creation. As we step into this new era, the key is to adapt, learn, and lead with AI — those who understand how to apply it ethically and intelligently will define the next generation of financial leadership. 💬 How do you see AI reshaping the future of finance and investment? Let’s connect and share perspectives. #AI #Finance #Investment #Innovation #FutureOfWork #FinTech #DigitalTransformation
1 Kommentar -
International Association of Registered Financial Consultants
𝗜𝗔𝗥𝗙𝗖 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗙𝗼𝗿𝘂𝗺 – 𝗠𝗲𝗲𝘁 𝘁𝗵𝗲 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗲𝗿𝘀 Many financial and insurance consultants are asking the same question: 𝗪𝗶𝗹𝗹 𝗔𝗜 𝗿𝗲𝗽𝗹𝗮𝗰𝗲 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘀? In this engaging session, 𝗝𝗲𝗿𝗲𝗺𝘆 𝗡𝗮𝘀𝗼𝗻 𝗼𝗳 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗣𝗿𝗼 𝗦𝗵𝗼𝗽 𝗮𝗻𝗱 𝗔𝗱𝘃𝗶𝘀𝗼𝗿 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗖𝗼𝗮𝗰𝗵 𝗦𝗮𝗻𝗱𝘆 𝗦𝗰𝗵𝘂𝘀𝘀𝗲𝗹 will explain why the future of advice still belongs to professionals who understand how to combine technology with human expertise. 𝗗𝘂𝗿𝗶𝗻𝗴 𝘁𝗵𝗶𝘀 𝗽𝗿𝗼𝗴𝗿𝗮𝗺, 𝘁𝗵𝗲𝘆 𝘄𝗶𝗹𝗹 𝗱𝗶𝘀𝗰𝘂𝘀𝘀: • Why AI will never replace live consultants • How to harness AI so it becomes a low-cost “associate” for your business • Practical AI tools you can implement immediately to improve productivity and client service If you’re curious about AI—or wondering how it will impact your practice—this session will give you practical strategies to help you start using AI tools to strengthen and grow your business. 𝗝𝗼𝗶𝗻 𝘂𝘀 𝗮𝘁 𝘁𝗵𝗲 𝗜𝗔𝗥𝗙𝗖 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗙𝗼𝗿𝘂𝗺 𝗮𝗻𝗱 𝗱𝗶𝘀𝗰𝗼𝘃𝗲𝗿 𝗵𝗼𝘄 𝘁𝗼 𝘁𝘂𝗿𝗻 𝗔𝗜 𝗶𝗻𝘁𝗼 𝗮𝗻 𝗮𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗲. 𝙍𝙀𝙂𝙄𝙎𝙏𝙀𝙍 𝙏𝙊𝘿𝘼𝙔! https://lnkd.in/gSDiwQR7 #IARFC #IARFCForum #FinancialForum #FinancialProfessionals #InsuranceProfessionals #FinancialConsultants #AIinFinance #AIinInsurance #AdvisorTechnology #FutureOfAdvising #PracticeManagement #FinancialServices #InsuranceIndustry #AdvisorGrowth #FinTech Jeremy Nason, RFC® Sandy Schussel David H. Kinder, RFC®, ChFC®, CLU® Nathan Boyle, MS, CFP®, MRFC® JIM RUTA Barry Dayley, CFP®, MRFC® Check out presenters Jeremy Nason, RFC® and Sandy Schussel as they discuss more about their presentation: https://lnkd.in/gtuQPntx