AI promises to help advisors save time, strengthen client relationships, and operate more efficiently—but how can firms determine whether those benefits are actually being realized? This session examines the results of a recent case study designed to measure the real-world impact of AI meeting assistant technology on advisor workflows, productivity, and client engagement. Explore the key findings, unexpected insights, and lessons learned from evaluating AI performance at scale, and gain practical ideas for measuring the return on your own AI investments
