Advisors get the keys: AdvisorCRM and Zeplyn let firms build their own AI tools - InvestmentNews
AI SummaryAI-generated — verify against the source.AdvisorCRM and Zeplyn have partnered to enable financial advisory firms to build and customize their own AI-driven tools. This development allows firms to create proprietary workflows and automation solutions tailored to their specific operational needs rather than relying solely on off-the-shelf software.
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