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Results for “financial advice”

10 tools in this category · Updated

“financial advice”ProductivityShowing 10 tools
  • Zocksby ZocksTurn advisor conversations into notes and structured client updates$67+/user/moFree trial
  • Maisa AIby Maisa AIMaisa AI provides Digital Workers for automating complex business processes.Contact sales
  • Dragon Professionalby MicrosoftWindows speech-to-text dictation and transcription software for documentation-heavy professionalsContact sales
  • Piby Inflection AIA conversational personal AI for talking things through and daily tasksUnknown
  • Gemini Enterpriseby GoogleOne universal Google Cloud agent for email, docs, code, data, and business apps.Contact sales
  • Fellow AI Meeting Assistantby FellowAI meeting notetaker with governance controls for regulated teamsFreemium
  • Delphiby DelphiInteractive digital minds built from people’s knowledge, content, and experience.Freemium
  • ChatPDFby ChatPDFChat with PDFs and other documents using AI, with cited answersFreemium
  • Claude for Microsoft 365by AnthropicWork with Claude inside Excel, PowerPoint, Word, and Outlook without moving your files.$20+/mo
  • Vera Healthby Vera HealthYC S24Evidence-based clinical search engine that answers clinical questions with cited sources.Free

That’s all 10 tools.

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