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Kick off AI Wealthtech Week with a comprehensive introduction to AI’s capabilities in Wealthbox where you’ll learn how AI can simplify and enhance your reporting processes. Then, we’re joined by our first partner of the week, CogniCor, who will demonstrate their AI-powered meeting assistant that integrates with Wealthbox to streamline routine tasks.
This webinar will cover:
Wealthbox AI:
CogniCor AI Integration:
Speakers
CTO
CogniCor
Sr. Product Specialist
Wealthbox