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Showing 1 - 1 of 1 results for "FinTalk"

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
... accurately converts client conversations into file notes, saving financial advisers up to two hours in administration time. FinTalk, which was built in-house by Guideway, records client conversations, produces a transcript, and refines this into a file ...
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