AI: In The Know – Week 6: Top Tools for Teams and Zoom

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Welcome to the sixth 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 four tools you can integrate with Teams and Zoom.


In today’s increasingly remote work environment, virtual meetings have become the primary mode of communication for many teams. Microsoft Teams and Zoom are two of the most popular platforms for online meetings and collaboration. To make these meetings more efficient, engaging, and productive, there’s a growing list of artificial intelligence (AI) tools that can be integrated with these platforms. In this blog post, we’ll introduce you to some of the best AI tools that can help you supercharge your virtual meetings on Teams and Zoom

This article is number 6 of 8 in a special edition looking at AI tools for financial planning practices. Subscribe and unlock this content today.

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