FE Fundinfo launches AI assistant for advisers

Nexus Assistant, which is live for more than 1,000 advisers, aims to simplify workflows, cutting hours of manual labour, according to FE Fundinfo. The tool helps prepare for client meetings by bringing together the information advisers need before the conversation starts. Additionally, it captures and structures client conversations, "turning meeting discussions into usable information automatically". Nexus Assistant also helps advisers move from conversation to action, translating meeting information into client record updates and follow-up actions across existing systems. FE F...