The impact of AI on investing & the current market backdrop | Do More With Your Money

In May’s review, our expert panel discuss our recent seminar tour across the UK focusing on Today, Tomorrow & Beyond as well as the role of AI in business and how we use it to enhance our service. We also have a comprehensive overview of the current backdrop for investing and the expected rate cuts from the European Central Bank.

00:00 - 01:59 - Introductions & overview
01:59 - 05:08 - Reviewing Today, Tomorrow & Beyond seminar tour
05:08 - 08:00 - Relationship Management - breaking down the stats
08:00 - 13:55 - Portfolio performance and the backdrop for investing
13:55 - 20:17 - Technology updates & how we utilise AI
20:17 - 22:22 - True Potential's philosophy on AI
22:22 - 25:28 - Helping clients enhance their experience with our App
25:28 - 29:33 Our charity update for May
30:54 - 31:25 Our charity for June & sign off

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest.

ISA and Pension eligibility criteria apply and tax rules can change at any time.

This material is not a personal recommendation or financial advice and the investments referred to may not be suitable for all investors. Opinions, interpretations and conclusions represent the views of True Potential at the date of publication and are subject to change.



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