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BofA and U.S. Bank Turn AI Loose on Internal Bottlenecks

“Merrill Wealth Management and Bank of America Private Bank announced the full-scale rollout of AI-Powered Meeting Journey, a workflow tool that handles preparation, note-taking and follow-up for financial advisers. The bank says the capability can save advisers up to four hours per client meeting, across millions of meetings annually. The tool works in three stages…”

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