{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/d4a88b64854e4fb187960bd0c1531c26\" frameborder=\"0\" width=\"1708\" height=\"1281\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1281,"width":1708,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1281,"thumbnail_width":1708,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/d4a88b64854e4fb187960bd0c1531c26-f993726b214f2852.gif","duration":745.178,"title":"AI in Finance - Bland","description":"In this video, I walk you through a voice AI tool called Bland that I discovered for enhancing our wealth management practices. I demonstrate how to set it up for tasks like meeting confirmations and data gathering, showcasing its potential for automating client interactions. We ran a live test call, which successfully engaged a client about their upcoming meeting, highlighting the tool's conversational capabilities. I encourage you to explore how we can leverage this technology for scheduling and client check-ins. Please share your thoughts on implementing this tool in our workflow."}