mat.tenison3's avatar
mat.tenison3
Icon for Advisely Board rankAdvisely Board
2 years ago

Has anyone used an avatar or AI for client engagement yet?

Hey everyone, I've seen a few sessions about advisers using an avatar to present SOAs amongst other parts of the process for client engagement. I also work with a large Mortgage Broking practice who have been seeing the same stories, where some of their peers are using bots for engagement and queries. One tool sits in on zoom meetings like a separate attendee, then records the whole meeting and transcribes, which can then be summarised. I'm really keen to start using some of these tools wondering if anyone has started using this tech and what your experience has been? Any tips for beginners? 

1 Reply

  • rainier.reyes's avatar
    rainier.reyes
    Icon for Advisely Team rankAdvisely Team
    2 years ago

    Great question mat.tenison3 and can't wait to hear what other ways the community is using AI tools. 

    I know my financial planner uses the tool that sits in the meeting and transcribes - it has no obvious effect on me as a client but can imagine how much time it saves with what anne.graham calls the F-word: file notes!

     

Welcome to the Advisely forums!

This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.

Here are some tips when posting in the forums:

  • Be respectful and courteous to fellow members
  • If a reply helped you, mark it as a solution so other users can find it easily
  • Take a moment to read through our Community Guidelines
  • For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
  • Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
  • Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
  • Introduce yourself and meet other members here!

We’re glad you’re here – see you around! 😁

Recent Discussions

Related Content