3 Most Commonly Used AI Tools and the Best Use Case

If you’re overwhelmed by AI tools, here’s some clarity from real testing.

Over the last month, I piloted 3 advisor-friendly AI tools inside a controlled workflow. Here’s what actually worked (and what didn’t):

ChatGPT (General Assistant)

What worked:

• Meeting summaries

• Drafting follow-up emails

• Clarifying complex planning topics

What didn’t:

• Direct portfolio recommendations (stay away)

• Anything requiring sensitive client info

Notion AI (Workflow Support)

What worked:

• Task automation

• Centralizing advisor notes

• Creating internal playbooks

What didn’t:

• CRM-level recordkeeping (you still need your core system)

Gamma or Tome (Presentation Builders)

What worked:

• Fast pitch decks

• Market explainer visuals

• Training materials

What didn’t:

• Compliance ready content without editing

AI tools don’t need to replace your workflow — they should support it.Start with one tool, test it for one task, refine, then scale.