Wells Fargo’s AI Teammate helps advisers streamline tasks
Bank says tasks trimmed from ‘hours to minutes to seconds,’ aims to add capabilities
Wells Fargo has launched AI Teammate, an AI-powered tool embedded within its Advisor Gateway platform that helps financial advisers, client associates and support teams search for information, complete routine tasks and move through daily workflows faster. The tool, which went live July 15, grew out of development work that ran in parallel with Advisor Gateway itself, Evelyn Varner, chief […]
