AdviceTech Podcast #61 – Paraplanner.ai – Time-codes

0:00 – Intro
7:23 – Introducing Paraplanner.ai
12:37 – Automating data entry using AI.
18:20 – Using AI to streamline the onboarding process and planning.
21:17 – Automating daily tasks with AI.
26:14 – Client onboarding, communication tools, and user experience in financial services.
31:10 – Data security and privacy in AI-powered businesses.
39:48 – Automation, communication, and the future of the financial industry.
48:24 – How to get started with Paraplanner.ai.
50:37 – Peita’s final thoughts on Paraplanner.ai.