Forum Discussion

mat.tenison3's avatar
mat.tenison3
Icon for Advisely Board rankAdvisely Board
4 months ago

Has anyone used an avatar or AI for client engagement yet?

Hey everyone, I've seen a few sessions about advisers using an avatar to present SOAs amongst other parts of the process for client engagement. I also work with a large Mortgage Broking practice who ...
rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
4 months ago

Great question mat.tenison3 and can't wait to hear what other ways the community is using AI tools. 

I know my financial planner uses the tool that sits in the meeting and transcribes - it has no obvious effect on me as a client but can imagine how much time it saves with what anne.graham calls the F-word: file notes!