“Our review automation kept asking the client for a review, and she replied finally after four months”

“We do annual reviews. Once we get their accounts all set up, their insurance set up, we do a lot of 401k rollovers.”

“Set our cutoff for business processing somewhere around December 10th to 12th ish. And we would let our clients know that we will not be accepting anything after that date.”

“After your team has gone through the process once, they should continue to ask prospects and new clients how they conducted their research and to what degree AI shaped their short list.”

“I now ask the question, Hey, I just did something that I've done for the last 13 years at the PMO squad. Could I do that through AI so that I don't have to do it? I can set it up to be an automated activity or a task-based activity that it can run without me”