Welcome to the second 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 Notion.
Notion started out as a note-taking app some years ago, but it was quite ambitious for its time and lacked the structure required to support all its tools and features. Fast forward a couple of years and it has evolved into a workplace management tool to rival the likes of Trello and ClickUp.
This article is Number 2 of 8 in a special edition looking at AI tools for financial planning practices. Subscribe and unlock this content today.