5 min read
Why Better AI Meeting Prep Starts With Better Client Context
What is Meeting Prep?Meeting Prep is an AI agent that brings together the information an advisor needs for an upcoming client review, including CRM...
Advisor360° FinTech Talk
Get in-depth views on wealth management innovation, insights and strategies from our thought leaders, and financial technology tips you can use today.
Data
5 min read
Agentic Meeting Prep: Turning Manual Work Into Meaningful Capacity
Agentic meeting prep uses AI agents to automatically handle the manual work behind client review meetings, including gathering data from CRM,...
4 min read
Want AI That Moves the Needle? Stop Making Speed the Endgame
The following draws on our recent webinar, “AI in Wealth: What’s Real, What’s Next,” where I joined James Cantwell of WealthTech Select and the AI...
4 min read
Setting Your AI Up for Success
Legacy technology foundations are making your AI slow, unreliable, and less effective. Learn how to move from tactical to transformational.