Through the muck and the mire of 2019 one thing has remained constant; participants and purveyors in and around the financial planning industry have their own – often strong – opinions on the world around them.
18 December 2019 11:14
AFA, AIST, AMP, Andrew Inwood, CoreData, Dante De Gori, eva scheerlinkck, FASEA, FPA, Geoff Lloyd, MLC Wealth, Phil Anderson, Stephen Glenfield
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Claude for Advisors hints at a bigger problem than just meeting prep
If advice businesses need an AI orchestrator like Claude for Financial Advisors to connect multiple systems in order to gather information for client meetings, then the problem they have is not just prepping for meetings, but the multitude of systems and fragmented data.
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