FP&A Unlocked · Trust and Leadership Lessons for FP&A From 100+ Top Leaders with CFO Jon Laudie
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Started by creating data visibility: built tables and dashboards from underlying CRM data so business could interact with it
“Quinn is an AI assistant built for advisors. It automatically takes your meeting notes, drafts, follow-up emails, handles CRM data entry schedules, reminders.”
“‘We built an AI operating system that has all the context… connects into the CRM… because everybody has the same tools, but they don’t have the data’”
“Full Circle Group built an engine to take the raw data from the billing system, normalize all that data and pump it directly into accounting software so you could get rid of full-time equivalence, doing that work manually.”
“I built this producer console software so you could… live interjecting with data and all this type of stuff.”
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