NotebookLM quietly took over my meeting notes without forcing me to change a single habit.

Find out if Jump is right for your business ...

As a result of the integration, mutual users can leverage Jump's AI technology to capture and process client meetings, automatically extracting prioritized insights and intelligently suggesting ...

Unlike initiatives in which value arrives months after making the investment, the initial return on investment from AI ...

PlannerPal, an AI-powered workflow for financial advisers and wealth managers, has today announced the launch of its ...

[Where the rubber meets the road, where true innovation happens, is not in the introduction of a new technology, but in its strategic application in solving specific problems and enhancing the ...

PlannerPal, an AI-powered workflow for financial advisers and wealth managers, has announced the launch of its 'Pre-Meeting ...

The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...