Merrill and Bank of America Private Bank Launch AI-Powered Meeting Journey
Bank of America's Merrill and Private Bank businesses announced the full-scale rollout of AI-Powered Meeting Journey, a tool helping advisors prepare for, conduct and follow up on client meetings.
Bank of America's Merrill and Private Bank businesses announced the full-scale rollout of AI-Powered Meeting Journey, a tool helping advisors prepare for, conduct and follow up on client meetings.
Source: Merrill Edge