Financial Advisor Agentic AI Assistant (FA³AI)
3:05
YouTubeVedcraft | Next-Gen Tech. Gen AI & Cloud For All.
Financial Advisor Agentic AI Assistant (FA³AI)
Video By Ankur Kumar (@ankurkumar78 ) *Problem Statement* Wealth advisors struggle with fragmented information, and they need to access multiple systems to correlate and synthesize data. Common systems used by wealth advisors include CRM platforms (e.g., Salesforce, Zoho), Portfolio management tools (e.g., Envestnet, Yodlee), Research platforms ...
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