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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Revolutionizing Meeting Management for Financial Advisors
This chapter explores an innovative AI-powered platform that transforms the meeting management process for financial advisors. It details the platform's features, including scheduling, client reminders, and seamless integration with CRM systems to automate and enhance the entire meeting lifecycle.
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