Every day, Vega gets more knowledgeable about your firm, your personal style, and your clients. Vega syncs with your email client, your meeting software, your CRM. It also learns from your internal data (advisor communications, client deliverables, articles and blog posts, podcasts, etc.). We call this system your personal Centralized Knowledge™.
Here are the four quadrants of Vega's Centralized Knowledge™:
Advisor: role, writing style, advising style, past interactions
Client: CRM, emails and meetings
Firm: website, podcast, articles, investment decks, blog posts, training material, internal doc
Third-party: market data, financial news, leading publications, economic data and IRS releases