Advisers wear many hats, and “marketing manager” is often one of them. But creating a consistent digital presence doesn’t have to mean hours of DIY effort or costly outsourced support. In this fifth article in our AI for Advisers series, we show how adviser firms can use AI tools in a step-by-step way, from writing and visuals to sharing and personalising content, without needing a full-time marketing resource.

Here are six practical tools adviser firms can use in a logical order to save time, improve engagement, and look more professional online.

1. Jasper AI – Write Articles, Bios and Service Pages Faster

Most adviser firms start with content, whether for a website, client brochure, or email update. That’s where Jasper comes in. It’s an AI writing assistant designed specifically for businesses, helping you create polished, professional copy with minimal input. You choose a template (like “About Us” or “LinkedIn post”), provide a few prompts, and Jasper produces a draft you can review, edit, and publish.

Jasper can also be used as an alternative to ChatGPT, particularly if you want more structure and branding consistency. While ChatGPT is a flexible assistant you prompt manually, Jasper offers ready-made templates and lets you save your firm’s tone of voice and style – ideal for use across teams. 

Best for: Adviser firms that want to produce written content efficiently, with a consistent tone.

Use it for:

  • Writing or refreshing your “About Us” or service pages
  • Creating blogs, client letters or newsletter content
  • Drafting social post copy before design

Extra benefit: A free trial is available; full access to templates, tone tools and team features is included in paid plans 

2. Canva Magic Studio – Create Professional Visuals to Support Your Message

Once your content is written, you’ll want it to look visually appealing, whether it’s a blog, a social post, or a client-facing document. Canva helps bring that message to life with easy drag-and-drop design tools. Canva’s Magic Studio adds AI features to help you with layout, copy, and design suggestions, even if you have no experience.

You can store your logo, brand colours and fonts for consistency, and reuse templates across your team – making visual creation faster and more professional. 

Best for: Adviser firms that want to upgrade their visual presence without a graphic designer 

Use it for:

  • Designing graphics to support social posts, blogs or newsletters
  • Creating visual summaries (e.g. “5 tips for tax year end”)
  • Building branded handouts for meetings or events 

Extra benefit: A free version is available with basic tools; premium features and AI-powered design options require a paid plan 

3. AI Stock Image Generators – Add Unique, Royalty-Free Imagery to Your Designs

If you’re using Canva or building your website, you’ll likely need images, such as professional-looking office scenes or financial concepts. Instead of buying generic stock photos, AI image generators can create custom visuals based on your own descriptions. 

You simply type in what you need (e.g. “female financial planner with clients reviewing retirement goals”) and the tool generates images you can use without licensing fees. 

Recommended tools:

  • Koala AI: Free and fast for commercial-use imagery
  • Recraft AI: Clean, editable images and icons for professional use
  • Freepik AI Generator: Realistic visuals with commercial licensing

Best for: Adviser firms that want fresh imagery without paying for stock photos 

Use it for: 

  • Header images for blog posts or service pages
  • Custom visuals in Canva or presentations
  • Newsletters, explainer content, or website graphics 

Extra benefit: Most options are free to use or offer commercial licensing with no sign-up

4. Beautiful.ai or Visme – Package It All Into a Professional Presentation

Now that you’ve written your content and designed supporting visuals, you may want to bring it together into a client-friendly format, like a presentation. Whether it’s for onboarding, seminars, or an internal pitch, Beautiful.ai and Visme help adviser firms turn bullet points into slide decks that look polished and on-brand. 

Unlike Canva, which gives you full control over layout design, these tools automatically apply formatting and structure, so your slides look clean and consistent without needing to adjust every element manually.

Best for: Adviser firms creating structured presentations without starting from scratch

Use it for: 

  • Onboarding packs that explain your process
  • Visual walk-throughs of a financial plan or investment philosophy
  • Webinars or event slide decks 

Extra benefit: Free versions are available; advanced features like branding, export formats and templates require a paid plan 

Think of Beautiful.ai and Visme as your presentation designer, ideal when you need slides that look professional straight away, without back-and-forth formatting. 

5. Lately AI – Repurpose Your Content Into Social Media Posts

With your core content created and visual assets ready, you can now turn it into bite-sized social content, automatically. Lately helps adviser firms break down blogs, webinars, or newsletters into a series of short-form posts. You upload the full article or transcript, and Lately generates multiple posts optimised for platforms like LinkedIn or X (Twitter).

You can edit, schedule, and track performance from one dashboard, and if your social accounts are connected, Lately will learn over time which content works best with your audience.

Best for: Adviser firms that want to stay active on social without writing every post manually 

Use it for:

  • Turning a quarterly update into 10 social posts over a month
  • Generating a campaign from a client guide or webinar
  • Creating scheduled posts from evergreen content

Extra benefit: A free trial is available; premium features include analytics, learning and scheduling tools

6. Tavus or HeyGen – Personalise the Message With Scalable Video

After publishing your content and engaging on social, some firms want to take personalisation further, especially for onboarding, client reviews or re-engagement. Tavus and HeyGen let you record one base video and automatically personalise it with each client’s name or reference. The result looks and sounds like you recorded a bespoke video for every recipient without actually doing so. 

This adds a human, high-touch feel to your digital communications while still saving time. 

Best for: Adviser firms that want to create personalised outreach at scale

Use it for:

  • Welcome messages for new clients
  • Annual review nudges with personalisation
  • Campaigns to re-engage dormant or inactive clients

Extra benefit: Free trials or demos are available; advanced features require a paid plan

In Summary

Each of these tools plays a role in building a more consistent, professional digital presence, without needing a big marketing budget. From writing and visuals to scheduling and personalisation, adviser firms can now compete with larger brands by working smarter, not harder. 

That said, any content created – whether written, visual or video – should always be checked and approved through your firm’s compliance process. AI tools can help with speed and structure, but regulatory accuracy and clarity still rest with you.

Most platforms offer free trials, so there’s nothing stopping you from experimenting and finding what fits your workflow, while keeping compliance front of mind.

Sarah Paul
Chief Operating Officer
Panacea Adviser