Scalable AI Tools Streamline Advisor Activities

AI-powered Meeting Assistant simplifies the client review process and performs it with ease and scalability.??

Artificial Intelligence has consistently been at the top of technology solutions that advisors believe will have a significant positive effect on the way they do business. Handling multiple clients and validating their financial affairs is a quite challenging task when it necessitates accountability and patience, and the person in charge should be well-versed in market trends and wealth generation strategies. It takes time, knowledge, and resources. An advisor examines and analyzes a client's income, aspirations, goals, and so on via multiple meetings, and reviews all of these aspects to provide better advice for bringing stability to the client's financial core. It is evidently accomplished through countless connections and recurring reviews of such connections. It is a long-drawn-out and draggy cycle, indeed. With all of this hectic work, one lacks productive days unless one hire help, where the assistant scales and simplifies the day's work. Hence, the advisor can meet more customers, provide them with better financial advice, and scale growth and revenue.??

On average, an advisor spends 60% to 70% of their time in multiple scheduling applications for meetings, capturing pre and post-meeting notes, and following them to ensure that all details are documented, as client meetings are typically the priority and revenue generator.?

Even if they are locking the stable door after the horse has bolted, financial enterprises will count more on AI tools in certain areas and seek simple and ready-to-use solutions that will bring them closer to becoming lights-out businesses. Competitive advantage is provided by AI-augmented models.?

For financial advisors, an AI-powered meeting assistant is a useful tool for easily preparing meeting agendas, instantly capturing meeting notes and quickly processing client reviews. It serves as a reminder to the advisors of the review meetings, including all pertinent details. It provides users with value and profit. Advisors can save time and money if automated tools are in place to handle meetings, recall significant points from previous meetings, and identify the right client at the right time. Hence serves as a lead generator as well.??

Why CogniCor’s AI-powered Meeting Assistant Matters?

CogniCor Technologies ' AI-powered Meeting Assistant assists advisors to multitask. It streamlines their daily work schedule and brings value and business.??

CogniCor’s Meeting Assistant is capable for??

• Proactively scheduling meetings with existing and prospective clients by checking the availability calendar?
• Taking pre- and post-meeting notes?
• Notifying the Advisors of the upcoming meetings?
• Following up with existing clients and wishing them happy birthdays, marriage anniversaries, and other special occasions?
• Completing compelling client reviews?

CogniCor's AI-powered meeting assistant is well-liked by financial advisors because it simplifies their work. ?