Advisory services create significant value for clients, but compliance deadlines often leave firms without the capacity to deliver them consistently. In this session, you'll learn how to build an AI agent that automatically reviews client financial data, identifies key performance indicators and notable changes, and prepares meeting talking points before advisory conversations. Through a live demonstration using general-purpose AI tools, you'll explore practical implementation steps, client data confidentiality considerations, and a framework for evolving staff from preparers to reviewers to advisors. You'll leave with practical prompts, repeatable workflows, and ideas you can apply immediately—regardless of the AI platform you use.