TAP launches AI agents to automate adviser workflows
The Adviser Platform (TAP) has launched two AI-powered tools designed to automate administrative tasks for advisers, with plans to expand the technology across a wider range of advice workflows.
Picture: TAP Managing Director Ryan Edwards/Supplied
The new products, called the Anniversary Agent and Arrears Agent, operate within TAP’s CRM platform and are aimed at reducing the amount of manual processing required for client servicing and record keeping.
The Anniversary Agent automates anniversary reviews by processing communications, extracting...MORE»
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