Powder @PowderFi
AI Agents for precise document analysis powderfi.com SF Bay Area Joined August 2023-
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🚀 Exciting News! 🚀 We at Powder are thrilled to announce the limited launch of our new AI Agent - Meeting Assistant! 🎉 Our Meeting Assistant is designed to be your ultimate partner in customer intelligence, helping you unlock the power of unstructured data—think summaries, notes, action items, insights, mind maps, and more, all at your fingertips. Plus, seamless integrations are on the way! 🌟 What’s New? We’re kicking off with just 10 select firms to help us shape and perfect this game-changing tool. Book a demo and be one of the first to experience how our AI can transform your meetings. Already a Powder user? The Meeting Assistant is included for you! 💡 Why This Matters: In today’s fast-paced world, valuable customer insights are often trapped in scattered documents, notes, and conversations—what we call unstructured data. It’s a massive challenge to store and utilize this data effectively. But with the power of Generative AI, we’re changing the game. Our AI captures and organizes all your data, so nothing slips through the cracks, and you can leverage it whenever you need it. 🎯 The Benefits: Cut 90% of Manual Work: Free up your time for what really matters. Elevate Client Service: Deliver consistent, high-quality service every time. Scale with Confidence: Start today, and you’ll be ready for the next big leap in AI. Don’t get left behind! 💼 Why Choose Powder? Just like you trust one provider for portfolio management, let Powder be your go-to hub for customer intelligence from your unstructured data. Avoid the fragmentation and fatigue that comes with juggling multiple tools—streamline your processes with us. 👉 Ready to Future-Proof Your Firm? Join us on this exciting journey and see how Powder’s AI can propel your firm to new heights. The future is here—don’t miss out! 🚀 powderfi.com/meetings-ai #AI #CustomerIntelligence #MeetingAssistant #FutureOfWork #Innovation #ClientService #GenerativeAI
@taro_f We're so excited to bring AI tech to financial advisors!
We are excited to share that we've secured $5 million in seed funding from 40 top-tier venture capital firms and tech executives. This milestone will enable us to enhance our parsing and enrichment features for brokerage and estate documents and drive innovation across various wealth advisor workflows. Most recently, we launched an interactive AI chatbot designed to deliver instant, intelligent assistance and extract key insights from files. We are actively hiring for Engineering and Sales roles. If you're passionate about building innovative solutions, we want to hear from you! @ycombinator , @generalcatalyst , @FundersClub , @ElefundVC , @litcapital , @scriptcapital , @Xuster , @bryantchou wealthmanagement.com/technology/wea…
“Most clients don't actually want "personalized" portfolios. What they really want is simply to feel heard and understood, and not just have a product blindly pushed at them,” according to @MichaelKitces , author of The Kitces Report. This finding is the core belief behind our NEW ✨ Meetings ✨ feature. Meetings are full of useful client information that can be used to personalize their proposal. Our AI can be tuned not only to transcribe and summarize but also to listen👂 for insights. Within minutes, Powder can automatically produce eye-opening visualizations such as a mind-map to demonstrate a complete picture of a prospective client’s lifestyle and aspirations 👔🏃🏄💰👨👩👦👦🏡 We lift your ability to personalize while removing all the manual work. Learn how Powder’s AI can be used to personalize proposals for your firm today calendly.com/powderfi/intro
Introducing Powder, the Gen AI sales copilot for wealth advisors. "Powder was created to ride shotgun with an advisor from beginning to end." @justinlmack @finplan financial-planning.com/news/fintech-f…
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