https://www.xyplanningnetwork.com/advisor-blog/battle-of-the-bots-comparing-and-ranking-nine-ai-notetaker-solutions A pretty thorough review of several solutions...

I've spoken with several of the new prospecting companies now to find out what they do, how they do it, what they charge, etc. I'm wondering which of these you have tried / are using? What's been your experience?

Interesting take:

I'll be adding this to the Ai directory soon, but wanted to share a demo video by Elara Technology on some future capabilities you can look forward to while interacting with your CRM data:

#ai-advisortech https://www.downtownjoshbrown.com/p/future-financial-advice-already