EQ Wealth Advisors vs Zeplyn.AI Uso e estatísticas

Easily access all your financial data through your tablet or mobile device. The EQ Wealth Advisors app enables authorized users to access their portfolio and communicate with their advisor all in one place. With the EQ Wealth app, you can: Send messages to your EQ Wealth advisor Update important information Check the progress of your goals View your portfolio performance Access your financial data 24/7 Our mission is to bridge the gap between your financial expectations and outcomes, and that begins with understanding where you are and where you want to be. With our easy-to-use interface, you can view your financial data and track your goals anytime—making it simple to get one step closer to where you want to be.  Disclaimer: You must be a client of EQ Wealth Advisors in order to have access to the EQ Wealth Advisors Mobile Application. Your advisor or an EQ representative will reach out to you with credentials for proper access.
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  • Gratuitos
  • Finanças

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Zeplyn is the only AI Meeting Co-pilot custom built for Financial Advisors! In the fast-paced world of financial advising, staying engaged with your clients while accurately capturing every critical detail during your meetings can be a daunting task. Zeplyn is here to revolutionize the way you work, leveraging advanced AI technology to automate note-taking in your client meetings, so you can focus on what matters most - delivering exceptional advice and service to your clients. The Zeplyn iOS application is a companion app to the Zeplyn web application that lets Financial Advisors run Zeplyn's note-taking technology on their iPhones. To start note-taking on your iPhones, simply open the Zeplyn app, go to Record note, select meeting type, list the attendees, and hit Start. Once your meeting is done, hit Save. That's it. Processed meeting notes can be viewed in the Zeplyn web application at https://app.zeplyn.ai. **Why Zeplyn?** 1, Enhance Client Engagement: Fully immerse yourself in conversations, knowing that Zeplyn has the note-taking covered. 2. Save Time: Minimize hours spent on meeting preparations and follow-ups, freeing up more time to grow your client base. 3. Peace of Mind: Benefit from a solution that understands the ins and outs of financial advisement, crafted by those who have been in your shoes. Ready to transform your client meetings? Download Zeplyn today!
  • Apple App Store
  • Gratuitos
  • Finanças

Ranking da Loja

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EQ Wealth Advisors versus Zeplyn.AI comparação de classificação

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EQ Wealth Advisors VS.
Zeplyn.AI

19ezembro d, 2024