Jump reports financial advisors are experiencing enhanced client interactions and improved focus during meetings as AI handles note-taking and documentation.

These devices can help you stay attentive to whoever you're interviewing, without needing a clunky laptop or experiencing ...

For most of 2024 and 2025, the Client Meeting Support category was one of the fastest growing sections of the Kitces AdvisorTech Map. This was thanks to a plethora of new AI notetaker tools that ...

In the rapidly evolving world of financial advice, AI is a game-changer for my client communication Ryan Greiser is a financial advisor and the co-founder of Opulus, a firm dedicated to advising ...

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 ...

AI thrives on data but feeding it the right data is harder than it seems. As enterprises scale their AI initiatives, they face the challenge of managing diverse data pipelines, ensuring proximity to ...

Lars Peterson joined Investopedia in 2023 as a senior editor of financial product reviews with a focus on personal loans, credit cards, mortgages, and other financial products and services. Lars has ...

These AI tools for notes making will help students, professionals and corporate employees take effective notes.

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 ...