In 10 minutes, you'll work through a real financial advisory case in Slack with Jack, an experienced AI wealth advisor. You drive the strategy. Jack does the analysis and runs a compliance check on every turn. Walk out with a polished prep that's saved to Salesforce, emailed to you, and ready to take it to the client.

How it works:

• You'll get a fictitious client case and a private Slack channel with Jack waiting.
• Tell Jack how you'd like to approach the client. He drafts the prep, surfaces compliance issues, and adjusts as you push back.
• When the prep looks good, hit Done — Jack saves it to Salesforce and emails you the final version.

Slack will email your invite within a minute or two (check Promotions or Spam). Once inside, just say go and Jack takes it from there.

This isn't a passive demo — it's a working session.

When you sign up, you'll receive a fictitious client case and be invited into a private Slack channel. You'll step into the role of the advisor, responsible for preparing for an upcoming client meeting.

Inside your channel, you'll be supported by your AI team:

• Jane (Senior Advisor) — pressure-tests your strategy
• John (Compliance Officer) — flags risks and gaps
• AI Team Coordinator — generates and refines your meeting prep on demand

Your challenge: walk into the client meeting fully prepared — with a clear strategy, compliant recommendations, and a polished narrative.

Your Slack invite should arrive within a minute (occasionally up to 15 — check Promotions or Spam). Once inside, type /ai-draft to generate your first draft. From there, iterate, refine, and lead your team to the best outcome.