AI Feedback for Financial Professionals

Your thoughts are important to us.

We’d love to understand where you are in your AI journey so we can tailor our future sessions to your interests and goals. This will only take 2–3 minutes.

First Name

Last Name

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1. How would you describe your current experience with AI?

I’m completely new to AI

I’ve tried a few tools but still learning

I use AI regularly in my work or studies

I build or customize AI tools myself

2. Which AI tools or platforms do you currently use? *(Select all that apply)

4. How are you currently using (or planning to use) AI in your work or projects?

(Short answer)

5. What topics would you like us to cover in upcoming sessions? *(Select all that apply)

6. Would you like to receive updates or materials from our future AI webinars? *

Yes, please!

Not right now

(Select all that apply)

Thank you for sharing! Your input helps us create sessions that match your interests and goals.

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