luke.watson3
Advisely Contributor
3 months agoAI 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...
rainier.reyes
Advisely Team
3 months agoGreat 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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