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  2. What Is a Financial Virtual Assistant? - AOL

    www.aol.com/financial-virtual-assistant...

    Virtual assistant services for financial advisors can span a wide range of activities. If you're ready to simplify prospecting, SmartAdvisor can send leads straight to your inbox. What Is a ...

  3. Virtual assistant (occupation) - Wikipedia

    en.wikipedia.org/wiki/Virtual_assistant_(occupation)

    In recent years, virtual assistants have also worked their way into many mainstream businesses, and with the advent of VOIP services such as Skype and Zoom, it has been possible to have a virtual assistant who can answer phone calls remotely, without the end user's knowledge. This allows businesses to add a personal touch in the form of a ...

  4. Request for proposal - Wikipedia

    en.wikipedia.org/wiki/Request_for_proposal

    A request for proposal (RFP) is a form of reverse auction that solicits a business proposal by an organisation interested in the procurement of a service or product from potential suppliers. [1] It is usually part of a complex sales process, and made through a bidding process. [citation needed]

  5. Get breaking Finance news and the latest business articles from AOL. From stock market news to jobs and real estate, it can all be found here.

  6. Proposal (business) - Wikipedia

    en.wikipedia.org/wiki/Proposal_(business)

    Business proposals are often a key step in a complex sales process, where a buyer considers more than price in a purchase. [1] A proposal puts the buyer's requirements in a context that favors the seller's products and services, and educates the buyer about the seller's capability to satisfy their needs. [2]

  7. Virtual assistant - Wikipedia

    en.wikipedia.org/wiki/Virtual_assistant

    A virtual assistant (VA) is a software agent that can perform a range of tasks or services for a user based on user input such as commands or questions, including verbal ones. Such technologies often incorporate chatbot capabilities to streamline task execution.

  8. Proposal software - Wikipedia

    en.wikipedia.org/wiki/Proposal_software

    The core features of proposal management software vary widely between systems. Many simpler programs have only basic features, while others, especially enterprise systems, are more complex and powerful. Proposal management software is a set of automated processes that may support the following features. [4]

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