Vega Minds | AI for Advisors转å‘了
“Dear Client, It was a pleasure connecting with you about your financial goals today.�–?Soulless AI Making AI sound human is surprisingly difficult. Training data plays a role, but LLMs struggle because this is such a multifaceted, subjective task. So, what can actually help AI craft better responses? ??Client context: knowing who we’re addressing always helps. The more context, the better (up to a certain point). ??Conversation history: past emails and meeting transcripts contain valuable information. ??Writing style: everyone likes to think they have a unique writing style, but it’s often situation-dependent and tricky to define. Sometimes it helps, sometimes it doesn’t. ??Perfect prompting: getting the right output depends heavily on how you ask. If you’re manually using a tool like ChatGPT, these tips can improve results. But pulling this off and actually save time (because that's what it's about!) requires the right integrations and careful orchestration. As of today, it takes Vega under two seconds to generate a few pointers that eventually lead to a better email draft. It digs into CRM data, past emails, your preferences, and comes up with a useful piece of data for the LLM to use when drafting. This all happens on demand, or automatically when you receive a client email requiring your response. #ai #financialadvisor