AI-Agents for Financial Advisors in Internal Communication working with Microsoft Office 365
Answer team questions, send notes, open channels. Every one is ready to run, and you can adjust it in plain language.
Add Video Meeting Links
Add video links to client advice meetings and resend invites.
Guests get a way to join remotely when your calendar invites need one, without you making calls and resending updates by hand.
Works with
5 tools
5 tools
Find Booking Link
Match a client's meeting purpose to the right advisor link.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
Works with
8 tools
8 tools
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