Join us for an exclusive CPAL webinar to explore the newest capabilities of Filenote AI — including the integration of CPAL’s Fact Find and Paraplanning templates. We’ll also demonstrate how advisers can use AI to streamline the creation of strategy papers, advice flowcharts, and client documentation, all while maintaining compliance and quality standards.
This session is ideal for advisers and support staff looking to reduce manual admin, boost efficiency, and enhance the overall client experience.
Click here to register.Event Details
Date:
Nov 19 to Nov 19 2025
Type: Virtual