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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Harnessing AI in Client Advisory Services
This chapter explores the integration of AI meeting management tools in client advisory services, focusing on their ability to enhance data usage without requiring advisors to master complex engineering skills. It also addresses compliance concerns and the evolving role of AI in wealth management, emphasizing the need for adaptability in the face of technological change.
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