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Practical notes on AI for finance firms

What to automate, what to leave alone, and how to keep a person in charge.

Ask a practice owner where the hours go and the answer is usually “client work”. Measure a normal week and a different picture appears: a large share of the time goes on the work around the work. Chasing documents, re-keying data, answering the same status question for the fourth time. That is good news, because

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Insights | Teoq