How we’re using artificial intelligence to support investors | Do More With Your Money

Chief Executive Daniel Harrison, along with a panel of experts, take a look at portfolio performance, how politics can affect finances and how we utilise artificial intelligence to enhance our service. We also cover the importance of annual suitability reviews and how following a personalised action plan can help you reach your goals sooner.
00:00 - 03:45 - Introductions and overview
03:45 - 07:26 - Portfolio performance for June 2024
07:26 - 08:28 - Client questions about the general election
08:28 - 10:27 - Market reactions to the election
10:27 - 13:43 - Annual Suitability reviews and actions plans
13:43- 25:24 - How we use artificial intelligence to enhance our service
25:24 - 28:50 - Charity update - Walking for Dementia UK
28:50 - 32:35 - Looking ahead to July
32:35 - 33:27 Final thoughts and sign off
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