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Advisor360° Launches Parrot AI: A More Secure, Compliant Generative AI Assistant for Financial Advisors

  • Advisor360° has launched Parrot AI, a generative AI-powered meeting assistant designed for financial advisors.
  • Parrot offers automated note-taking, transcription, meeting and conversation summaries, follow-up email crafting, and CRM system population.
  • Developed by a team of cybersecurity and compliance experts, Parrot prioritizes security and compliance with enterprise-grade protocols.
  • Advisor360° aims to provide advisors with secure and compliant AI-enabled tools to automate routine workflows and save time.

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