Fractional FDs: Wowing clients in the age of AI

As AI reshapes the finance industry, the firms that stand out won’t just be the most automated – they’ll be the most memorable. This panel breaks down how fractional FDs can use AI-enabled tools and ways of working to totally delight clients. Attendees will leave with clear frameworks, real examples, and simple habits to improve first impressions, reduce friction, and build loyalty as AI transforms how fractional finance work gets done.