AI for Professional & Financial Services Firms

What we'll talk through

1. 01

   Research and first drafts

   Using ChatGPT and Claude to get up to speed on a client, an industry or a question in minutes, and to get a solid first draft on the page.

2. 02

   Client email and proposals

   Where AI saves real time on client writing, and where it still needs a careful edit before anything goes out.

3. 03

   Client confidentiality

   What's safe to put into these tools, which settings matter, and simple rules a firm can adopt.

Questions we'll get into

The kind of questions people bring. Bring your own too.

• “Can AI help me prep for a client meeting in ten minutes instead of an hour?”
• “Will clients be able to tell something was written with AI?”
• “Is it safe to use with confidential client information?”
• “Which tool should our firm be using?”
• “Where does it get things wrong?”
• “How do I get partners and senior people to actually try it?”

How the 45 minutes go

1. 01

   Intros

   A quick round of who's here and what each person wants to get out of it.

2. 02

   Walkthrough

   Pete talks through the topics above with real examples.

3. 03

   Your questions

   Open conversation. Most of the time goes here.

Who it's for

Managing partners, CEOs and owners of professional and financial services firms.

• Capped at 6 people, so there's time for everyone's questions.
• No technical background needed.
• Nothing to prepare. Just bring your questions.

Your host

Pete Enestrom

Co-founder, Zaigo

Exited VC-backed founder, previously at Microsoft and Intel. Yale undergrad, Columbia MBA. Pete works 1-on-1 with executives on using AI in their own daily work.