Welcome to Reduce manual work and improve client engagement – AI-Powered Productivity with IQ Boost™, a hands-on training session designed to help iA Private Wealth teams leverage AI capabilities within Maximizer to save time, surface meaningful insights, and strengthen client engagement. This course focuses on practical, advisor-ready workflows that reduce manual effort while supporting consistent, compliant documentation.

This session is ideal for advisors, advisory assistants, and operations staff who want to streamline preparation and follow-up, quickly understand client context, and identify next-best actions using AI-driven tools.

Topics covered include:

• Using timeline and household summaries to quickly review client history and relationships
• Meeting preparation support to help advisors walk in informed and organized
• Activity tracking and opportunity identification to spot trends, follow-ups, and potential planning conversations
• Compliance and data governance considerations to ensure AI-enabled workflows align with recordkeeping expectations

By the end of the session, participants will be able to reduce manual work, improve visibility into client activity, and enhance the quality and consistency of client engagement using IQ Boost™.