We've built a polyvalent AI Associate Advisor. Here are our three main features:
Email ghostwriter
Vega saves you 2 to 20 minutes for every servicing email. Vega drafts responses to clients and prospects and directly uploads them to your drafts folder in Outlook/Gmail using your Centralized Knowledge base (that we automatically build & maintain thanks to email, meeting software, and CRM integrations)
Chat assistant
Vega is also a chat assistant that knows your context and is 100% focused on advisors, so it's just better than ChatGPT
Meeting assistant
Meeting prep, meeting notes, follow-up email draft and next action items. The Vega special touch: we don't send a meeting bot into your meeting room, so you're in control. Also, we have the greatest customization options around meeting types.