Source: Pulse 2.0
Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, announced it acquired Parrot AI, a Boston-based generative AI technology firm. This deal builds on Advisor360°’s existing AI capabilities with the addition of Parrot AI’s premium software—enabling advisors to record, transcribe, and summarize meetings to produce shareable notes and files that securely and seamlessly integrate with all major meeting and conferencing platforms.
“We’re thrilled to welcome Paul and the Parrot AI team to Advisor360°. Advisors devote countless hours and resources to client meetings and want customized solutions that streamline manual tasks. This team is at the forefront of what’s possible with gen AI, and they’ve created software that will meaningfully improve advisors’ ability to serve clients,” said Mike Fanning, CEO of Advisor360°.
“We’re excited to be part of the Advisor360° team as they introduce generative AI functionality tailored for advisors. Advisor360° is already at the forefront of innovation in the industry, and we look forward to utilizing our expertise to expand their suite of AI-driven offerings,” said Parrot AI CEO and Co-founder Paul Morville, who will serve as Product Architect.
Read the full article: https://pulse2.com/advisor360-buys-genai-provider-company-parrot-ai/
