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The AI Advantage,
Available to You at No Cost

Preston Daily presents Koyfin’s AI-driven platform, which transforms a wealth advisor's manual workload into a streamlined, high-tech operation. Our tutorial walks through utilizing natural language processing for rapid earnings analysis, the automated parsing of client statements for instant onboarding, and the creation of professional, side-by-side proposals that highlight risk and performance optimizations.

Koyfin Tutorial

Chat GPT Tutorial

Lila Glass presents a tutorial on how to leverage ChatGPT as a high-level research partner to synthesize complex market data into actionable client insights. We also explore using its advanced reasoning capabilities to draft authoritative, personalized emails that translate dense financial strategies into clear, high-conviction narratives for your clients.

Copilot Tutorial

Anna Rekeda presents a tutorial that showcases how Copilot functions as an integrated productivity layer that automates the transition from financial analysis to professional presentation. We explore how to use it within Excel to build dynamic models from natural language to streamline financial modeling.

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