luke.watson3
Advisely Contributor
Advisely ContributorAI 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...
luke.watson3Advisely Contributor
Advisely Contributor@rainer.reyes I would love to see this pushed even further with the Ai model reviewing client data in xplan including file notes to the point that it can provide you with insights and also important points that were discussed with the client previously. This is already all possible, but could be implemented really well at Xplan.
- rainier.reyes
Advisely Team
Great suggestion and use case luke.watson3 and some food for thought sarah.jacobs !
Recent Discussions
Related Content
Like many users, you may not be using Xplan Wealth Solver to its full potential.
You're sitting across from a client, explaining complex financial strategies, and you see their eyes glaze over. Sound familiar?
