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Showing 1 - 3 of 3 results for "AI FileNote"

MLC Expand targets time savings with new AI capabilities

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... some cost benefits and cost increases, as well, depending on how it is executed." Meanwhile, Maloney said the AMP AI FileNote, launched earlier this year, has since shaved hours off some end-to-end review processes, further highlighting the improvements ...

AMP, intelliflo introduce dashboard enhancements for advisers

MATTHEW WAI  |  TUESDAY, 13 MAY 2025
... enhancements on their respective systems to offer better efficiency for advisers. Following the introduction of the AI FileNote assistant in March, AMP has brought a newly-enhanced Actively Management Dashboard to streamline management and action client ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... true to this tried and tested investment approach for decades to come," Leckie said. Meantime, AMP has unveiled the AI FileNote assistant, designed specifically for financial services review meetings after undergoing a "positive" pilot program last year. ...
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