To support R & D initiatives focused on leveraging AI tools to enhance financial advisory processes.

• Explore how AI applications (e.g., Claude and similar platforms) can enhance financial planning and advisory processes
• Design and test AI‑supported solutions for product comparisons, portfolio structuring, and financial planning workflows
• Develop AI prompts, templates, and frameworks to improve adviser productivity, planning consistency, and alignment with the firm's preferred product mix
• Document key findings, use cases, and recommendations for potential business adoption

• Assess the potential of AI applications to strengthen compliance and advisory‑related processes
• Design and test AI‑supported solutions to enhance Basis of Recommendation (BOR) write‑ups
• Develop AI‑assisted approa...