Tag : AI Meeting Assistant

Advisor360° Unveils Advanced AI With Next-Gen Virtual Assistant and Practice Intelligence Tools
Artificial Intelligence Finance Fintech News

Advisor360° Unveils Advanced AI With Next-Gen Virtual Assistant and Practice Intelligence Tools

Business Wire
by Business Wire0
Advisor360, a leading provider of integrated technology for wealth management firms, has introduced a new wave of artificial intelligence (AI) features that bring smarter automation, real-time insights, and faster workflows to financial advisors. With the addition of an intelligent reporting engine, embedded virtual assistant, and secure meeting agent, the company......
Fireflies Introduces Tailored AI Meeting Assistant to Help Financial Advisors Focus on Clients, Not Paperwork
Artificial Intelligence Finance Fintech News

Fireflies Introduces Tailored AI Meeting Assistant to Help Financial Advisors Focus on Clients, Not Paperwork

Business Wire
by Business Wire0
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......
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