Video summarized with Supergrow: --- As the co-founder, Alex, explains in their recent YouTube video, VectorShift is an end-to-end AI automations platform that is revolutionising the way businesses operate. What's caught my attention is how VectorShift allows you to connect all your data sources, build custom AI workflows and run these across various applications. Imagine having an automated pipeline that responds to email support messages using your team's internal documentation as context. That's the power of VectorShift! I'm particularly impressed with the idea of 'VectorStore', which lets you automatically store data from an integration into a pre-processed storage database. This database can seamlessly sync with any changes made to your documentation, ensuring the pipeline is always up-to-date. But it doesn't stop there. With VectorShift, you can quickly build, test, and deploy AI applications straight to production, even embedding them on your website as a chatbot. Now that's a power-packed feature! By making AI and automation accessible and manageable, VectorShift empowers businesses to streamline processes, increase efficiency, and save valuable time. I truly believe this is the future of technology in business. 👉 Has anyone else tried using VectorShift? I'd love to hear your experiences. Here's the video if you'd like to learn more: YouTube video link

I met with the founder, @Jonathan Michael recently and am really impressed with what they're building: www.wealthio.com

As many of you know, I've been supporting and advocating for some of the most innovative RIA tech tools over the years. As the options grow, it's getting harder for new and existing RIA firms to choose their stack. Over the past few months I've been hard at work developing a unique proposition for advisors and tech vendors that has the potential to revolutionize the way you shop and pay for your tools. With this new venture, I'm hoping to solve the issues facing independent RIA firms: • Advisor tools are expensive and often eat into the margins for a while. • Choice can be overwhelming with so many new and existing tools in the market. • The forthcoming RIA Due Diligence rules will be a pain for both advisors and vendors. So we went ahead and created ProAdvisorSuite™ - The tech bundle for advisors. • The tools in our bundle are hand-picked and vetted. • We selected just one tool in each category - (the best one, of course :) • By joining you can save up to 20% off your entire stack. The 16 tools in our network will be revealed the first week of Oct. Are you a decision maker at an independent RIA firm? Sign up for our waiting list today and be the first to join this amazing new program! proadvisorsuite.com (Sign up for the waitlist to complete the lightning bolt action!) Looking forward to seeing you on the list! If you have any questions, feel free to reach out to me at joe@proadvisorsuite.com

Good morning! Back in June @Kevin Stephison had asked about using "AI Notes" for virtual meetings in this thread. I'm currently considering adding a meeting assistant to help with my Zoom/Teams meetings to record/transcribe/summarize my client meetings. I know @Joe Moss mentioned in the thread above that he's used Grain and Fathom. Curious, Joe... which of these 2 would you recommend and why? In the same thread @Brian Quaranta mentioned Avoma. And @Mark Wellman suggested a couple additional options. Anyone else trialed or using any of these tools and have any thoughts or opinions? Thanks very much 😀

We currently only use accommodation texts with our clients/prospects. However, there's obviously an advantage to using text messaging especially for various reminders. Would love to hear what other RIAs are using and pros/cons. GIF for TYIA