Parrot AI
Click to visit website
About
Parrot AI, by Advisor360°, is an AI assistant specifically designed for financial advisors to streamline every client interaction. It acts as an always-on meeting solution, supporting advisors from client meeting preparation to follow-up tasks. More than just a notetaker, Parrot AI is an intelligent teammate that automates documentation, meeting prep, and CRM updates, saving advisors hours each week. It integrates finance-trained AI, enterprise-grade security, and compliance from day one, ensuring client data protection and adherence to SEC/FINRA requirements. Key capabilities include organizing insights, documents, and actions at the household level, enabling seamless management of complex client relationships. It also brings AI to document processing, allowing secure upload and AI-powered search and summarization of financial statements, wills, and other client documents.
Platform
Features
• enterprise-grade security and compliance
• client data protection
• integration with video conferencing platforms
• ai document processing (search & summary)
• household-level organization
• crm updates automation
• automated meeting prep and documentation
• ai-powered meeting assistance
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
No ratings available yet. Be the first to rate this tool!
Alternatives
Speck
Speck is an AI assistant for busy professionals, recording meetings, automating research workflows, and performing actions to free up your time for important tasks.
View Details
Colibri AI
Colibri AI is an AI co-pilot designed to power up meetings by automating note-taking, generating AI summaries, and providing intelligent assistance for team success.
View DetailsFeatured Tools
Sora2 AI Video Generator
Sora2 AI Video Generator is an advanced tool powered by OpenAI's Sora2 technology, creating cinema-quality 1080p videos from text and images with realistic physics and perfect character consistency.
View Details
Animate Image AI
Animate Image AI is a platform that allows you to create captivating animations from your photos. It uses advanced AI technology to bring your photos to life.
View Details
Image To Image
Image To Image is a cutting-edge AI photo generator transforming images with high quality and precise prompt control, offering instant creative evolution.
View Details
AI Make Song
AI Make Song is your ultimate AI song generator and music maker, designed to help anyone create professional-quality AI music free in minutes.
View DetailsCrePal
CrePal is the world's first AI Video Creation Agent, transforming ideas into stunning videos with cutting-edge AI models for planning, imaging, and video generation.
View Details
Yolly AI
Yolly AI is an all-in-one AI video & photo generator that lets you turn a single text prompt into cinema-grade 4K videos or high-resolution images.
View Details
Seedance 1.5
Seedance 1.5 is a next-generation AI video creation tool transforming ideas into stunning 1080p videos with multi-shot narratives, physics-accurate motion, and cinematic quality.
View Details
Unblur Image Online Free
Unblur Image Online Free instantly restores sharpness to blurry photos using AI. Upload JPG, PNG, or WEBP files for clear images in seconds, completely free and no sign-up needed.
View Details
adly.news
adly.news is a free platform that simplifies newsletter advertising, connecting businesses with engaged audiences through ad slots, offering bidding, negotiation, and messaging.
View Details
Miss Pepper AI
Miss Pepper AI is an AI-powered platform for smarter marketing, offering SEO, marketing automation, and identity resolution to drive measurable results and uncover customer insights.
View Details