This might take the form of automatically sending emails or texts to provide paperwork or investigation, and also setting conferences and scheduling gatherings. Scott Lamont, controlling director at F2 Strategy, mentioned Lydia matches with other AI applications firms have rolled out to advisors “who are interested during the capabilities that https://collinzhmry.blogsuperapp.com/33040959/5-tips-about-wealth-management-assistant-you-can-use-today