From data discovery to unearthing insights and beyond...

The data driven era of advisory has arrived.

But what exactly are “insights”? And what does it mean to provide “operational intelligence” to your clients?

We’re glad you asked!

At chata.ai, we believe that data is the single source of truth that tells the story of a business over time. We also believe that financial professionals have a unique opportunity to understand, share, and even transform their clients’ data stories for the better.

During this webinar, Hailey Casper, chata.ai’s Customer Success Manager, will be joined by industry experts, Richard Roppa-Roberts of Quasar Cowboy and Madeline Pratt of Fearless in Training. Together, they’ll discuss what it means and what it takes to become a Data Driven Advisor, why unearthing insights and offering actionable intelligence matters, and what advice they have for other modern financial professionals who are ready to take on a data driven approach in their own practice.

Course Objectives:

• Learn how to define “insights” and “intelligence” in the context of financial advisory and the important distinction between the two.


• Hear from industry experts about their approaches to the insight-discovery process and how they convert insights into actionable intelligence.


• Gain an understanding of the concept of Data Driven Advisory and the high-impact opportunities available to financial professionals who are operating in this space.


• Receive an introduction to chata.ai, a tool that serves as an insights-engine for Data Driven Advisors.