How are AI note-takers transforming client relationships?
AI note-takers, initially valued for their time-saving capabilities, are now revolutionizing client interactions for financial advisors by enabling them to focus more on listening and...
Tag : financial advisors
Has Focal raised $5 million in a seed round?
Focal, une plateforme de productivité basée sur l’IA pour les conseillers financiers, a levé 5 millions de dollars lors d’un tour de financement de démarrage....
How is AI shaping the future of wealth management?
The ADVISE AI conference, set to take place on October 28-29 at the Wynn Las Vegas, will delve into the integration of artificial intelligence in...
How is Pageport’s new AI-powered CRM, Slant, revolutionizing financial advising?
Pageport, une entreprise basée à Lehi, Utah, a lancé un CRM innovant baptisé Slant, conçu pour aider les conseillers financiers à gérer leurs relations à...