Jump is an advisor-specific AI meeting assistant that automates notes, tasks, CRM updates, and follow-up emails. Integrations with CRMs, planning tools, and meeting platforms make it easy to plug into ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The tool is the first of its kind in bringing together everything an ...

Productivity platform ClickUp launched a revamped calendar tool that integrates tasks, docs, chats, and meetings in one place. The most interesting features of the calendar are an integrated AI ...

Lars Peterson joined Investopedia in 2023 as a senior editor of financial product reviews with a focus on personal loans, credit cards, mortgages, and other financial products and services. Lars has ...