Fireflies Introduces Tailored AI Meeting Assistant to Help Financial Advisors Focus on Clients, Not Paperwork
New offering features finance-specific post-meeting summary templates, Wealthbox and Redtail CRM integrations, and specialized AI apps designed for financial conversations Fireflies.ai, the AI agent for meetings used by people at 75% of Fortune 500 companies, today announced the launch of Fireflies for Finance, a specialized solution designed specifically for financial......