hapabapa Morgan Stanley (NYSE:MS) Wealth Management will advance artificial intelligence adoption with Debrief — an OpenAI-powered tool for the bank’s financial advisors to save hours of labor. Speaking of Debrief, “After the meeting, it summarizes key points, creates an email for an advisor to edit and send at their discretion,Continue Reading
Andres Victorero iA Financial (TSX:IAG:CA) (OTCPK:IAFNF) said on Tuesday that the Canadian insurance and wealth management services provider has closed the $350M 6.921% Limited Recourse Capital Notes Series 2024-1 offering. The offering of the notes, due September 30, 2084, was previously announced on June 18. Source: Press Release More onContinue Reading
Many companies across all industries still rely on laborious, error-prone, manual procedures to handle documents, especially those that are sent to them by email. Despite the availability of technology that can digitize and automate document workflows through intelligent automation, businesses still mostly rely on labor-intensive manual document processing. This representsContinue Reading
