Onboarding Clients Faster: Using AI to Answer Common Brokerage Questions Instantly, in Their Language
Every new brokerage client, whether opening an investment account or an insurance policy, comes with the same predictable wave of foundational questions: what documents are needed, how long the process takes, what fees apply, how account access works. These questions aren’t complex, but answering them consistently, quickly, and in the client’s preferred language consumes real […]