Parrot AI
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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
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