Welcome to the first 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 Airgram. Its primary purpose is help you automate meetings using AI to record, transcribe and take notes in your meetings….
This article is 1 of 8 in a special edition looking at AI tools for financial planning practices. Subscribe and unlock this content today.
