
Ep. 287: Your Calendar Just Got Smarter: The Rise of AI Meeting Management for Advisors with Arnulf Hsu, GReminders
WealthTech Today
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Intro
This chapter discusses GReminders' AI advancements and CRM integrations, focusing on the significance of a robust tech stack for financial advisors. It highlights the evolving wealth management technology landscape and underscores the benefits of consulting services from the Ezra Group for operational efficiency.
Transcript
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