AI File Note Summaries - Future Xplan Feature??

I've used a number of AI file note summary tools built by Australian businesses that have been great, extremely time efficient and accurate, the likes of Claras.ai & Paradino. What is the likelihoo...

xplan

rainier.reyes

Advisely Team

8 months ago

Great callout luke.watson3 and thanks for sharing edward.wilmoth !

Very exciting news on the Xplan side of things sarah.jacobs , and I can't wait to hear you share more updates about this with the Advisely community as things progress.

I wonder how the rest of the community has driven efficiencies with AI-integrated processes. What tools are we all using? And what part of the advice process? Keen to hear everyone's experiences.

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