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That’s where a virtual assistant (VA) can come into play — a small business’s best friend. Here is what real Virtual Assistants: A Small Business’s Best Friend
A quick internet search will turn up numerous companies that offer virtual assistant services for financial advisors. Choosing the right one starts with considering what you need a VA to do for you.
Amelia is an AI-based digital assistant. The platform uses generative AI and cognitive AI to allow businesses to build, deploy and optimize virtual agents that can handle a wide range of business functions. Amelia is most often deployed to provide user-facing support, as well as assist contact center agents during live conversations.
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