Cognitive Virtual Assistant
The Cognitive Virtual Assistant streamlines the workflow for RIA broker-dealers by automating tedious tasks such as form completion, meeting scheduling, and client communication. This innovative platform empowers wealth advisors to manage their clients more effectively, enhancing relationship-building efforts while significantly boosting operational efficiency by up to 40%.
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Top Cognitive Virtual Assistant Features
- Automated meeting scheduling
- Task creation from notes
- Custodian alert management
- Self-service wealth management
- Real-time client engagement
- No-code deployment platform
- Customizable digital assistants
- Continuous learning AI
- Integration with Wealthbox
- Integration with Redtail
- Pre-meeting agenda generation
- Post-meeting follow-up automation
- Advisor performance analytics
- Personalized client interactions
- Streamlined compliance processes
- Efficient multi-channel communication
- Historical client data retrieval
- Seamless onboarding experience
- Enhanced operational efficiency
- Scalable to firm needs
