• Wealth Management: Automating CRM Data Entry with AI

    Camille Massiot and Jérémy Bron of Silamir Group are presenting a project to implement artificial intelligence for a major player in the wealth management industry. This project aims to automate data entry into the CRM system during client meetings by processing the information exchanged in real time. By using transcription and natural language processing technology, the solution enables advisors to save valuable time and improve the reliability of stored data.

    Discover how this AI solution is transforming customer data management, boosting agent productivity, and strengthening customer relationships.

    Camille Massiot and Jérémy Bron of Silamir Group are presenting a project to implement artificial intelligence for a major player in the wealth management industry. This project aims to automate data entry into the CRM system during client meetings by processing the information exchanged in real time. By using transcription and natural language processing technology, the solution enables advisors to save valuable time and improve the reliability of stored data.

    Watch the video on YouTube