The State of AI in Advice

Saturn is now the AI and data partner to over 650 advice firms. Supporting, serving, and collaborating with leading minds across the wealth management industry to create a technology-enabled future for all forward thinkers.

“We founded Saturn because we want to expand access to high-quality, human led advice. The human relationship is crucial in financial planning so we aim to create technology to support and amplify advice teams so they can give the best advice possible.”

“We want to play our part in helping to reduce the advice gap so more people can benefit from the peace of mind that comes from the trust and partnership developed between financial advisers and their clients.”

“Inefficiencies around data collection, data quality and a great deal of time being spent on manual tasks which could be automated is holding advice firms back from unlocking their true potential.” Amal Jolly, CEO and Co-founder.

‘The State of AI in Advice’ is an original Saturn Production that brings together some of the industries leading voices to speak on the headwinds facing advisers and how they’re utilising partnership and technology to guide their respective firms into the future.

“People work in financial planning, in my experience, because they enjoy the human connection, they enjoy the human interaction and they enjoy helping people. I genuinely think that we’re at the beginning of a golden age for real financial planning and the positive impact that it can make throughout society.” Alan Smith, CEO of Capital Asset Management delivered.

At Saturn, we have built a community space for experts who share their experiences and knowledge with each other. In combination with information based media narratives, the community plays a critical role in our objective to provide transparency to the process of AI adoption, We aspire to provide AI curious firms the confidence to take their first steps.

“When we work with advice firms to implement AI we view their people, processes and technology holistically. We work very closely with our partners to ensure adoption of AI is successful across their whole business and no one is left behind.”

“We’ve found clients are finding real value in our community. A space for knowledge sharing and peer-to-peer learning. We partner firms together to learn from each other’s working processes as well as giving our clients direct access to our product team and hosting Q&A sessions so they feel in control of their AI journey.” President & Co-founder, Rohit Vaish.