{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/e823ad1c653947bfb813cf05899de5af\" frameborder=\"0\" width=\"1548\" height=\"1161\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1161,"width":1548,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1161,"thumbnail_width":1548,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/e823ad1c653947bfb813cf05899de5af-4dcfc8a4d402f9dd.gif","duration":595.473,"title":"AI in Finance Demo: Knapsack AI","description":"In this video, I explore Knapsack AI, a tool that simplifies the use of AI in wealth management by integrating with various platforms like Gmail, Google Calendar, and CRMs. I demonstrate how it can summarize client emails and draft responses in a conversational tone, showcasing its potential to streamline our communication processes. I also highlight the concept of \"Knaps,\" which are prebuilt workflows that can automate tasks like meeting preparation and follow-ups. I encourage you to consider how integrating such tools can enhance our efficiency and improve client interactions. Please take a moment to think about how you might implement these features in your own workflow."}