Problem
Many teams are interested in AI but lack practical guidance for day-to-day usage. There is a large gap between generic YouTube tutorials and real advisory practice – without proper onboarding, AI remains a side topic.
Solution
Interactive sessions with concrete prompt examples, workflow exercises, and live demos from real advisory workflows. Participants receive immediately applicable templates, clear data-protection boundaries, and an understanding of which processes suit automation.
Tech stack
Microsoft 365Microsoft CopilotAzure OpenAIPrompt Engineering
Results
- Rapid skill development across teams without long onboarding periods
- Significantly lower hesitation when adopting AI
- Immediate applicability in existing advisory firm processes
- Clear understanding of data protection and legal boundaries when using AI
The AI training reduced hesitation and empowered the team to bring first automations directly into their working day.