The Family Office Sherpa

How Family Offices Are Using AI for Daily Tasks

14 snips
Nov 3, 2024
Discover how proactive family offices are transforming their daily operations with AI tools. From streamlining data capture for research to enhancing communication strategies, these innovations are saving time and boosting efficiency. The discussion emphasizes the crucial balance between AI's capabilities and the irreplaceable value of human creativity in decision-making. Tune in to learn how AI is shaping the future of family office management.
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ADVICE

Data Capture with AI

  • Use AI tools like Chatty PT for efficient data capture during meetings.
  • Record meetings, transcribe them with an app, and then use AI to extract key points.
ADVICE

AI for Meeting Minutes and Reviews

  • Use AI to extract action points and next steps from meeting transcripts.
  • This helps avoid mishearings or misrememberings and ensures accurate record-keeping.
ADVICE

Analyst Time Optimization with AI

  • Condense and collate research reports, transcripts, and articles using AI platforms.
  • This frees up analysts' time for more in-depth thinking and idea development.
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