Bank of America Merrill Launches AI-Powered Meeting Journey

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Arriving a couple years behind what many RIAs, large and small, have rolled out to their advisors, Merrill Wealth Management and Bank of America Private Bank have announced what they are calling their artificial intelligence-powered Meeting Journey, an integrated suite of technology meant to help advisors prepare for, conduct and follow up on client meetings. According to the company, the new t ...