Tag : Mitchell Bratina

FinTurk Introduces FinBox and Unlimited AI Usage to Streamline Email Management for Financial Advisors
Artificial Intelligence Finance News

FinTurk Introduces FinBox and Unlimited AI Usage to Streamline Email Management for Financial Advisors

Business Wire
by Business Wire0
New AI-powered inbox brings client communications and workflows into a single platform, while unlimited AI usage removes cost barriers for advisors on FinTurk’s Max plan FinTurk, an AI-native CRM built specifically for financial advisors, announced the introduction of FinBox, a new AI-powered email management tool designed to streamline client communications......
FinTurk Expands AI-First CRM With FormFiller™ and CashSweep™ Automation Tools for Financial Advisors
Fintech Investments News

FinTurk Expands AI-First CRM With FormFiller™ and CashSweep™ Automation Tools for Financial Advisors

Business Wire
by Business Wire0
New workflows simplify paperwork and cash management, helping advisors streamline operations within a single platform FinTurk, an AI-first CRM built specifically for financial advisors, announced the launch of FormFiller™ and CashSweep™, two new workflow automation tools designed to simplify client paperwork and cash management for registered investment advisors (RIAs). Built directly on......
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