Real-time AI driven guidance for Advisors

Advisors in today’s environment of virtual working benefit from in call awareness of client needs live as they interact with customers. Slide in notifications provide insight on how to adapt in the flow of the call to generate better outcomes.

Pop up or slide in notifications appear to the advisor to raise their awareness for opportunities to improve their interactions with clients.  Once acted on, the notifications are hidden from view as they continue to improve their ability to serve clients call to call over the course of their workday.  This guidance is like having a supervisor standing by to provide guidance as needed whether working from home or office.

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