AdvisorEngine has unveiled a series of new platform integrations aimed at enhancing productivity for financial advisors and improving client services.
The integrations were announced during the company’s tenth client conference and focus on incorporating AI-powered tools into the wealth management sphere.
The company is now integrating with AI notetakers such as Jump, Zeplyn, and Zocks. These AI assistants are designed to capture notes from meetings and convert them into actionable client service tasks. This integration aims to streamline the interaction process between advisors, clients, and potential clients.
Additionally, AdvisorEngine has announced partnerships with Zapier, an automation platform that connects a multitude of productivity applications, and ByAllAccounts, a financial data aggregator under Morningstar Wealth. ByAllAccounts will enhance the platform’s ability to access detailed portfolio data insights, while Zapier will improve workflow efficiency for advisory firms.
The AI notetakers offer several key benefits, including enhanced client preparation through AI-driven pre-meeting briefs that use historical data to anticipate client needs and suggest relevant discussion topics. They also provide comprehensive interpretations of complex financial data, making it easier for clients to understand.
For advisors, these tools offer improved performance by automatically capturing meeting notes in real-time and focusing on critical information. This allows advisors to concentrate on building strong, personalised relationships with clients and prospects.
The integration also increases workflow efficiency by optimising operational processes. Automated updates to AdvisorEngine and the initiation of workflows lead to significant time savings, increased productivity, and reduced manual errors. Data security and privacy are also prioritised, with comprehensive security measures in place to comply with SOC 2.0 standards.
AdvisorEngine founder and CEO Rich Cancro said: “AI Note Takers integrated into AdvisorEngine generate meeting prep documents, pulling in past notes, tasks, and key client insights so advisors can show up prepared and lead more impactful conversations.”
Cancro added: “The AI Note Takers also accurately transcribe calls, generate structured notes, create next steps and automate workflows, significantly slashing administrative work for advisors and their team members while bolstering compliance.
“These AI upgrades, coupled with greater automation and data access, enhance the AdvisorEngine wealth platform’s approachability, connectedness and scalability.”
