AI tools improve meeting efficiency but often fail to address broader productivity needs, leaving advisors to fill the gaps ...

AI is transforming how financial advisors do business. Find out if Zocks, the AI Assistant for financial advisors, is right for your practice. Plus, learn how financial advisor Larry Sprung from ...

The baseline value proposition for an AI notetaker is pretty clear. The tool logs into a meeting between the client and ...

Jump, a startup that has built an AI assistant for financial advisors, announced Monday a $4.6 million funding round led by Sorenson Ventures. Pelion Venture Partners also participated in the round, ...

For most of 2024 and 2025, the Client Meeting Support category was one of the fastest growing sections of the Kitces AdvisorTech Map. This was thanks to a plethora of new AI notetaker tools that ...

The bank is pushing wealth managers to use artificial intelligence embedded in Salesforce and Zoom to plan, summarize and ...

Bank of America's Wealth Management businesses, Merrill Wealth Management and Bank of America Private Bank, today announced ...

Do you still get nervous about client meetings? It happens to the best of us. Every meeting is different, and you can never be entirely sure what the end result will be. But, of course, you would be a ...

In the rapidly evolving world of financial advice, AI is a game-changer for my client communication Ryan Greiser is a financial advisor and the co-founder of Opulus, a firm dedicated to advising ...

The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...