mat.tenison3
Advisely Board
Advisely BoardHas 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 ...
rainier.reyes
Advisely Team
Advisely TeamGreat 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!
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