We are excited to announce the latest addition to our AI Essentials course – “Presentation Creation with AI.” This module is designed to help Advisers use AI to create and edit presentations, making them more polished and well-structured.
Why This Module Matters
Creating good presentations is important for engaging clients and clearly explaining complex information. Our new module goes beyond the basics of AI-powered presentation tools, showing how these tools can also help with website content, client communications, and more.
We took a close look at a few
We checked out several AI platforms to see how well they could generate high-quality content from a simple prompt.
Here’s the prompt we used:
“I am a Risk Insurance Adviser in Australia, and provide advice for clients around their needs for Life Insurance. I am able to advise on Life insurance products from a number of companies, according to the needs of my clients. I want a short presentation to walk a prospective client through the various Life Insurance product types, what they are for, key features and benefits, etc. I’d then like to show them the process that we go through, from understanding their needs, determining the best solutions, providing written advice, and then helping implement cover and any necessary medical requirements. The ongoing service should also be detailed, such as helping update their Risk Insurance portfolio as changes are needed, and, most importantly, helping at the time of claim, should one occur. There should be reinforcement of the value of working with an adviser.”
Well, how did they go?
No, of course the output wasn’t spot on, but it was pretty good at creating expanded content from the simple prompt about products, processes, etc. This gives a good base to work from, allowing you to edit, reuse, and refine as needed.
Here’s a glimpse of a few of the initial pages generated by the platforms:
Unlocking New Possibilities
This module isn’t just for presentations. The techniques and insights provided can be used for various types of content, including your website, client newsletters, or detailed reports. By leveraging AI, you can ensure your communications are consistently polished and professional.
We invite you to explore this new module and see how AI can transform your content creation process, making it more efficient and effective. Stay tuned for more updates and additional modules as we continue to expand our AI Essentials course.
All our best
The Risk Hub Team