From PDFs to Planning: How AI Is Transforming Document Extraction, Creation, and Analysis

Client documents—wills, tax returns, insurance policies, trusts—are packed with valuable information, but extracting and acting on that data has traditionally been a manual, time-consuming process. Enter AI.

This session will explore how financial advisors and wealth management firms are using AI-powered tools to radically streamline document workflows, improve accuracy, and uncover planning opportunities hidden in complex client files.

Join us to learn:

- The current landscape of AI tools for document ingestion, extraction, and analysis—and what's coming next.

- How firms are using AI to auto-fill CRMs, generate financial plans, and trigger alerts based on document insights.

- Real-world examples of AI-assisted estate, tax, and insurance planning powered by document intelligence.

- The compliance and quality control considerations every firm should keep in mind when implementing these tools.

If your firm is still spending hours reading documents manually, this session will show you how AI can turn documents into actionable advice—at scale.