In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes back Dan Maloney, Senior Practice Manager, discussing the introduction of “Will Power,” an automation bot designed to streamline the drafting process from preparation of documents to task tracking and data collection. An example of robotic process automation, this innovative tool significantly reduces overall time spent on redundant and highly manual tasks, integrating seamlessly with existing systems to enhance workflow efficiency. From development through to implementation, the focus was always to enhance accuracy, minimize errors, and deliver faster, more predictable results to clients. In pursuit of these objectives, Dan and Michael also explore emerging technologies and innovative solutions to further elevate the practice of Private Client Services.
To view our episode list, click here.
Like what you hear? Click below to subscribe to the podcast and get emailed new episodes as they become available, along with exclusive subscriber content.
If you’d like to listen to episodes on your preferred streaming platform, please click the links below to subscribe.
Resource Links: