FNZ 推出顾问AI,以帮助金融顾问提高效率,更好地与客户接触。 FNZ launches Advisor AI to help financial advisors be more efficient and engage better with clients.

FNZ引进了AI顾问,这是一个AI工具,已被纳入其财富管理平台,以提高金融顾问的效率和客户参与。 FNZ has introduced Advisor AI, an AI tool integrated into its wealth management platform to boost financial advisors' efficiency and client engagement. 该技术使行政任务自动化,使咨询意见个性化,并分析客户会议,以期提高生产力和客户成果。 The technology automates administrative tasks, personalizes advice, and analyzes client meetings, aiming to enhance productivity and client outcomes. 这次发射遵循了FNZ与微软公司的伙伴关系,加强了该平台的AI和自动化能力。 This launch follows FNZ's partnership with Microsoft, enhancing the platform's AI and automation capabilities.