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As a result of the integration, mutual users can leverage Jump's AI technology to capture and process client meetings, automatically extracting prioritized insights and intelligently suggesting ...
The $500 billion RIA aggregator is rolling out Jump’s AI assistant across 85 affiliate firms after pilot testing showed ...
New York City-based Zeplyn has raised $3 million in seed funding for its AI assistant for financial advisors. Processing Content The round was led by Leo Capital, with additional investing from ...
This announcement follows a year of significant momentum for Jump, including surpassing 20,000 advisors on its platform and ...
LOS ANGELES--(BUSINESS WIRE)--GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its “Ask Anything” assistant. This ...
In the wealth management industry, financial advisors face a critical challenge: spending excessive time on administrative tasks instead of focusing on client relationships and strategic advice. The ...
As artificial intelligence-powered solutions make inroads into an array of industries, Wall Street is making advances of its own. Financial major Morgan Stanley (NYSE:MS) is introducing an ...
When your advisory business is in growth mode, how you spend your time matters. Focusing on profit-producing activities such as client acquisition and retention is a top priority, but you might find ...
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