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Meeting Notes, Automation, Automate, Summary, Financial Advisor
July 4, 2022

How I Automated My Meeting Notes With Pulse360

From an article in Horsesmouth What’s Working Now: Looking for a shortcut to efficiency? Here’s one advisor’s way. With Pulse360, he has become more organized, automated note-taking and workflows, reduced anxiety and stress and freed up valuable brain space. Plus he’s able to delight clients by following up meetings almost immediately with a pertinent summary. Editor’s […]
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