Merrill Lynch Becomes Latest Wall Street Firm to Launch AI Client Meeting Tool

Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. Merrill’s latest AI technology wants to crash your next client meeting. The Wall Street bank, along with Bank of America Private Bank, announced the rollout of Meeting Journey this week, an AI-powered tool designed to automate client meetings, handling everything from gathering recent client activity and insights beforehand, to following up with notes and next best actions afterward. The t ...