AdvisoryAI Webinar : 17th July - Finding the revenue hiding in your meetings
Last updated: August 7, 2026
About this webinar
Learn how to leverage Atlas to uncover new revenue opportunities and find the GOLD hiding in your client meetings, whether its understanding which clients have unused ISA allowances to who is expecting an inheritance.
Moreover, this webinar offers an opportunity to see some our newest features on Atlas in action, including sending client emails directly form Atlas, and personalise your AI's output with custom memory settings. This session covers practical workflows for financial advisors.
Lastly, we will also show you how to effectively iterate and edit Atlas' output, so you can save as much time as possible writing and formatting.
Part of a series
This session is one of a series, with each session building on the one before. Working through all of them will give you a fuller picture of how Atlas fits into your day to day client work.
Further Support
If you any further questions on how you can make the most use of our platform, please don't hesitate to email support@advisoryai.com.
We enjoy learning about all of your exciting Atlas use cases, so no matter how you are using Atlas we would love to hear any feedback you may have.