michael.pendergrass
Acronym
RooksDM
Product ID
AI_Builder
Description

AI, Automation, and Integration technology solutions to increase efficiency. 

Images
Image
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Details
  • With our AI Builder, financial advisory firms can now easily extract data from hundreds of documents in a matter of minutes. This makes reviewing documents so easy. You can extract the data into Excel or directly into your CRM, eliminating the need for manual data entry.
     
Features

AI, Automation, and Integration technology solutions to increase efficiency.:

  • Artificial intelligence for accurate data extraction
  • Extract data directly into Excel or CRM
  • Fast and efficient document sorting
     
Vendors
RooksDM
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Technology Consultants
Ad Hoc Tags
DoubleClick Tags

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