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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Transforming Advisor Workflows with AI Assistance
This chapter explores the launch of the Ask Anything AI assistant, tailored for advisors to enhance their daily workflows. It highlights how natural language commands can simplify pre-meeting preparations, task delegation, and CRM management, while also discussing the future of AI integration in advisory operations.
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