Welcome to the seventh of this 8-week special edition report where we’re going to cover some useful AI tools you can use in your financial planning practice.
In light of the widespread adoption of hybrid work arrangements by a significant proportion of businesses, it has become necessary to reassess our approaches to communication, collaboration, and workflow management. This report seeks to present alternative solutions to conventional methods for managing your business. This week we looked at TimeHero.
In financial planning, managing time effectively is crucial to maximising productivity. With so many tasks to complete and deadlines to meet, it’s easy to get overwhelmed and lose track of priorities. TimeHero is a task management tool that helps individuals and teams manage their time more efficiently by automating workflows, setting priorities, and tracking progress.
This article is number 7 of 8 in a special edition looking at AI tools for financial planning practices. Subscribe and unlock this content today.