r/CFP•
FlamingHyabusa

AI Use Cases - Please don't say notetaking

FinTech

Hi all,

How are you using AI? How have you heard of others using AI? What is actually making a difference in your practice?

For background, I'm an independent at Osaic. I am relatively tech-savvy; I have used AI to create/complete some pretty incredible things outside of my professional work. I am struggling mightily to find real use cases as it pertains to my practice.

Automated notetaker, lead list generator, email editor, calendar automation, CRM data entry; Sure, those are all neat and save some time, but they are not exactly practice-altering advances. I understand that our regulatory overhang naturally limits the accessibility/usefulness of this technology, but I strongly feel there are more use cases out there than I currently know of.

Thanks.

Posted Aug 10, 2026, 4:13 PM UTC

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