How to Run an AI-Enhanced Client Meeting Cycle

 

Recorded at XYPN LIVE 2024, learn how XYPN advisors use Jump to cut meeting admin time by 90% and improve client interactions with AI. Explore real-life examples of AI's role in the client meeting cycle, including managing schedules, generating meeting notes and briefings, drafting follow-ups, and creating recap emails. Discover key considerations for choosing an AI notetaking solution that is advisor-centric, customizable, secure, and integrated with your tech stack.  Follow along by downloading the slide deck using the form on the right.