video1.0<iframe src="https://www.loom.com/embed/d4a88b64854e4fb187960bd0c1531c26" frameborder="0" width="1708" height="1281" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12811708Loomhttps://www.loom.com12811708https://cdn.loom.com/sessions/thumbnails/d4a88b64854e4fb187960bd0c1531c26-f993726b214f2852.gif745.178In 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.