Top AI tools that save time and boost productivity

In a fast-moving market, brokers need smart tools that keep them a step ahead. Following our recent webinar, Will Liang shared his Top AI Tools  for Brokers, offering practical and easy-to-implement ways to save time, streamline workflows, and improve client experience using today’s leading AI tools.

Here’s a quick recap of the top tips from the session:

Talk to ChatGPT and Get Results Instantly

From drafting client emails to prepping meeting notes or generating reports—you can speak your task into ChatGPT and receive polished, ready-to-use content in seconds.

Automate Your Follow-Ups and Client Comms

AI now fits seamlessly into your existing systems like Outlook, Google Workspace, or HubSpot, helping you stay in touch with clients consistently—without the daily effort.

Translate Documents in Minutes

AI tools can translate documents in real time, helping you remove communication barriers and offer a more inclusive experience.

Use Chatbots to Provide 24/7 Support

Chatbots aren’t just for big banks. Smaller broker businesses are adopting AI-powered bots to answer FAQs, provide instant support, and nurture leads—even after hours.

Let AI Crunch the Numbers

Upload your spreadsheets and let AI generate forecasts, repayment schedules, and investment insights—giving you back hours spent on manual analysis and reporting.

💡 Whether you’re managing client onboarding, staying compliant, or just trying to claw back some time — AI can give you that edge.

📽️ Watch the full clip below to hear it straight from the AI expert: