Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
…
continue reading
Content provided by NextGen Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NextGen Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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How Saturn are Transforming Meeting Notes with Rohit Vaish and Amal Jolly
Manage episode 399681520 series 2950105
Content provided by NextGen Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NextGen Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
In the VERY FIRST episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Rohit Vaish and Amal Jolly from Saturn AI 🤖
For our first conversation, we’re discussing how meeting notes have progressed over the years, and how AI is shaping the ability to get better meeting notes from clients. The end result is that financial planners have more time to focus on social cues and great conversations with their clients, whilst technology deals with the admin.
Rohit & Amal are building something very cool in the world of financial planning at the moment. Their tool is aiming to automate back office operations and compliance for financial advisers using data and AI.
Find out more about them 👉 heysaturn.com
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
269 episoade
Distribuie
Manage episode 399681520 series 2950105
Content provided by NextGen Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NextGen Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
In the VERY FIRST episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Rohit Vaish and Amal Jolly from Saturn AI 🤖
For our first conversation, we’re discussing how meeting notes have progressed over the years, and how AI is shaping the ability to get better meeting notes from clients. The end result is that financial planners have more time to focus on social cues and great conversations with their clients, whilst technology deals with the admin.
Rohit & Amal are building something very cool in the world of financial planning at the moment. Their tool is aiming to automate back office operations and compliance for financial advisers using data and AI.
Find out more about them 👉 heysaturn.com
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
269 episoade
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Similar cu NextGen Planners
Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
…
continue reading
1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
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continue reading
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continue reading
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