TAPping into AI
The Adviser Platform (TAP) has launched an AI-powered tool to help financial advisers save time preparing client advice.
Tuesday, January 28th 2025, 10:30AM
The new AI Document Reader can automatically extract and pre-populate key details such as insurance policies, eliminating manual data entry.
The tool is designed to improve over time, learning from user adjustments to become more accurate with continued use.
TAP plans to roll out more AI-driven solutions to help advisers focus more on client relationships and business growth.
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