video1.0<iframe src="https://www.loom.com/embed/e823ad1c653947bfb813cf05899de5af" frameborder="0" width="1548" height="1161" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>11611548Loomhttps://www.loom.com11611548https://cdn.loom.com/sessions/thumbnails/e823ad1c653947bfb813cf05899de5af-4dcfc8a4d402f9dd.gif595.473In 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.