In an trade the place personalization and scale are sometimes at odds, AI-powered assembly assistants have gotten a cornerstone of the trendy advisor’s tech stack. These instruments promise to get rid of hours of administrative work by mechanically capturing assembly notes, updating CRMs and dealing with post-meeting follow-ups. However in wealth administration, the place belief, accuracy and compliance are all the things, the stakes are excessive—and never all notetakers are created equal.
On this episode of The WealthStack Podcast, host Shannon Rosic sits down with Parker Ence, CEO and co-founder of Bounce Advisor AI, to discover how the agency is redefining what an AI assistant can do for monetary advisors.
Tune in as this episode unpacks:
Assets:
Join with Shannon Rosic:
Join with Parker Ence:
About Our Visitor:
Parker Ence is an entrepreneur and operator with 12 years of expertise as a CEO or co-founder throughout advisory tech, knowledge/DaaS, AI, SaaS, and insurtech. As CEO, Parker has operated corporations in spinoff, turnaround/distressed, and 0-1 startup eventualities. Different early experiences had been in PE/VC, GTM consulting, and financial growth.
Bounce Advisor AI brings the AI-Enhanced Shopper Assembly Cycle to monetary advisors. It’s how RIA/BD groups lower shopper assembly admin time by 90% and elevate the shopper and advisor expertise by placing notes, CRM updates, duties, and compliance logs on AI autopilot. Bounce is made for advisors, straightforward to arrange, 100% customizable, safe, and compliant, and integrates carefully with the advisor tech stack. It’s like hiring a gathering assistant, quicker than dictating, and all-in-one for advisors.