Parrot AI
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About
Parrot AI is an AI assistant designed for advisors. It attends meetings, takes notes, and provides summaries and action items. Features include recording, transcription, clip creation, collaboration tools, and integrations with apps like Zoom, Meet, Teams, and Webex. It offers capabilities such as chat AI, secure sharing, and precise search. Parrot AI helps teams organize knowledge, customize pages, and manage access permissions.
Platform
Features
• ai meeting summaries
• unlimited storage
• manual uploads
• unlimited workspaces, full search paste clips into pages custom dictionary
• unlimited editable pages
• unlimited sharing
• full meeting transcript
• proposed action items
FAQs
What is Advisor360°?
Advisor360° builds and integrates technology for enterprise wealth management firms, offering an open architecture platform that drives greater efficiency at every level.
How does the platform work?
Powered by our Unified Data Fabric® (UDF), our platform powers end-to-end operational efficiency with workflows that move seamlessly across connected capabilities and services.
What is UDF?
Our proprietary Unified Data Fabric (UDF) seamlessly aggregates and enriches all types of data from hundreds of unique sources, powering a better digital wealth experience.
What are 1-Click Review®s?
1-Click Reviews consolidate all types of data from hundreds of unique sources, allowing advisors to combine investment and protection products with a single click.
How much time could I save with 1-Click Reviews?
Calculate how many hours per week advisors can save when generating reports for client meetings with our educational 1-Click Calculator.
What integrations does the platform have?
Advisor360° integrates with your existing CRM engine, insurance, planning, research, and tax and finance systems to optimize horizontal technology investments.
What is Advisor Express?
With our acquisition of Agreement Express and its wealth management assets, Advisor360° can help financial firms harness the power and potential of digital onboarding.
What is the Connected Wealth Report?
Explore the digital evolution of financial services from the perspective of more than 300 surveyed financial professionals with Advisor360°’s Connected Wealth Report series.
Who makes up the Advisor360° leadership team?
Industry-tested. Passionate. Driven. Get to know the names and faces that drive operations and engineer innovation each day.
Pricing Plans
Team
$130.00 / /user /month• Everything in the Free trial
• Templates: AI catered to each meeting type
• Unlimited Chat AI queries
Free
Free Plan• AI meeting summaries
• Proposed action items
• Full meeting transcript
• Manual uploads
• Unlimited storage
• Unlimited sharing
• Unlimited editable pages
• Unlimited workspaces
• Full search
• Paste clips into pages Custom dictionary
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!
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