YBL.AI

To profitably deliver a competitive and professionally competent advice, with a customer experience and price point that the masses need, it will require real change. Which is why we founded YBL.AI. https://lnkd.in/eZThUXcU

Discover the Future of Finance and Wealth Management with GenAI 🚀 The finance world is on the brink of an AI revolution! Read our blog to uncover how Generative AI is redefining Australia's financial landscape: from hyper-personalization to economic growth, we explore strategic integration and future opportunities. 👉 Read more https://lnkd.in/e8EtbYaU #GenerativeAI #FinanceFuture #Innovation #DigitalTransformation #fintech #wealthmanagment Astrid Raetze Steven Goh Steve James

[WEEKLY UPDATE] Introducing the New YRBL Copilot experience – Get Early Access Now! - Week 6 Welcome to YRBL's newest update. This week, we're excited to introduce two significant enhancements: Copilot Experience and Two-way data management with Xplan. Don't miss out on the chance to access these latest features early. Here's a summary of some other updates we've made this week. 1. New YRBL Copilot experience We've introduced a fresh Copilot experience that is conversation-driven and enables you to interact with YRBL as you would with people. 2. File uploads and a quick summary You can upload files directly from YRBL Copilot. For the files you've uploaded, YRBL Copilot can quickly summarize the key points for you. Just ask it to provide a summary in plain English. 3. To record meetings & chat with Copilot at the same time You can record a story, using the conversation summary as a reminder of topics to cover, and see the transcription happening live. During the recording, you will also be able to interact with Copilot to create a richer conversation experience. 4. Two-way data management with Xplan For those using Xplan as your CRM, YRBL's AI agent can now access your client's personal and financial data from Xplan CRM and update these records from YRBL. This integration reduces the need for rekeying and form filling, saving you time with more efficient and user-friendly handling of Xplan data. 5. Improved Security with Recaptcha We've implemented Recaptcha to enhance security, ensuring a safer and more secure environment for your interactions. 6. Various Bug Fixes We've addressed and resolved various bugs in the app. Many of these were minor and not easily noticeable, and listing them all would make this a very long email. Rest assured, we continue to focus on the product to ensure a smoother experience. These enhancements highlight our commitment to delivering a smooth user experience. We invite you to contribute to shaping our product! For more information, visit our LinkedIn company page: YRBL.AI - Your Beautiful Life #AI #WealthManagement #FinancialInnovation #AiinFinance #YRBL

[WEEKLY UPDATE] Introduce the latest updates - Week 5 We are delighted to announce the latest updates aimed at enhancing your experience and ensuring seamless functionality. Here are the key changes this week: 1/ Improved Google Drive Integration: We've implemented handling for expired or revoked Google Drive tokens, providing a smoother experience when accessing your files. 2/ Meeting Recording Connection Fix: In case of a connection error, you will now be prompted to select a folder to continue, ensuring uninterrupted usage. 3/ API updates: Our backend API has been upgraded with the latest OpenAI package, enhancing performance and capabilities. 4/ Meeting Bot Server: Our Meeting Bot Server has been optimized for better performance and efficiency, ensuring reliable operation. 5/ Zoom Integration: We've introduced a Zoom extension to streamline your online meetings and offer a more integrated experience. We are now in the process of making this available on the Zoom App Marketplace. Stay tuned for more details! These updates showcase our dedication to a seamless user experience. Join us in shaping the product! See details at: YRBL.AI - Your Beautiful Life #AI #WealthManagement #FinancialInnovation #AiinFinance #YRB

[WEEKLY UPDATE] Introduce the latest updates - Week 4 Exciting news! We're sharing release notes on our social channels for the first time. Discover the latest updates and improvements as we enhance your experience. Stay tuned for more details! Here are the key changes this week: 1/ Chat about the files in context: ChatBot now includes the uploaded files in the context of the conversation, providing further insights & understanding. 2/ Smoother Recording Animation: We've enhanced the recording animation for a smoother and more seamless experience. 3/ Recording Timer Enhancement: The recording timer now accurately displays hours, ensuring you have precise timing information. 4/ Improved Confirmation Modals: We've added a "hand on enter" feature for confirmation modals like "End conversation," enhancing usability. 5/ Streamlined Management: Meeting notes are automatically deleted when you delete the associated recording, ensuring efficient data management. 6/ Accurate Audio Duration: The "Have a Meeting" activities now display the correct audio duration after splitting audio into chunks for more precise tracking. 7/ "Have a Meeting" Activities The incomplete recordings can be recorded in your activity history for better visibility. These updates showcase our dedication to a seamless user experience. Join us in shaping the product! See details at: YRBL.AI - Your Beautiful Life #AI #WealthManagement #FinancialInnovation #AiinFinance #YRBL

The integration of AI in financial planning is a game-changer! Thanks for the shout-out, Professional Planner - We are curious how others leverage AI to enhance their services. Do you have any success stories or lessons learned? Let's share and learn together! #AI #WealthManagement #FinancialInnovation #AiinFinance #YRBL

YRBL.AI - Not a Robo-Advisor 🤖💼 Joshua Brown of Ritholtz Wealth Management reports: "Another "robo-advice" platform shutting down due to lack of interest / profitability. This time, the internal product at J.P. Morgan, who also couldn't make it work. Not due to lack of trying or investment or expertise - but because people want more and more is a different type of engagement. More means personalized. Personalization requires talent and attention. You have to charge something in order to be able to provide that." Brown saw it coming! In his article from 2017, he argues that the term "robo-advisor" is misleading as it implies a fully automated, machine-driven financial advice system. In reality, even companies known as robo-advisors rely significantly on human expertise for tasks like software development, strategy creation, and customer interaction. He suggests that all financial advisory firms, regardless of how much they use automation, are converging towards a model that blends technology and human expertise, rendering the distinction of "robo-advisor" obsolete. For a detailed read, you can view the original article here: https://lnkd.in/ermbsg-S YRBL.AI offers a comprehensive suite of advanced AI-driven modules designed to elevate and streamline various financial planning and wealth management aspects. These modules encompass revolutionary tools for data analysis, process automation, and more. In essence, YRBL.AI is redefining the industry by providing a multifaceted approach to financial management far beyond the capabilities of a traditional robo-advisor. #YRBL #RoboAdvisor #FinancialInnovation #AIinFinance

"When we look back at the history books, 2023 may go down as the year of AI." Dive into the future of wealth management with these ten compelling stories about AI in 2023. Explore the latest innovations shaping the industry landscape here: https://lnkd.in/eTDfWtaR #AI #WealthManagement #FinancialInnovation #AiinFinance

Our co-founder Steven Goh is sharing why our product is so powerful to disrupt the industry. He is referring to the insightful article by Financial Planning, in which you discover how the aging U.S. population is reshaping wealth management strategies. You gain insights into the evolving landscape and its implications for financial planning. Direct link to the article: https://lnkd.in/gT2DAenD #WealthManagement #AgingPopulation #FinancialPlanning #AIinFinance #YRBL

YRBL.AI - Your Beautiful Life is a powerful tool that can help financial advisors eliminate overhead costs and focus more on what truly matters - their clients' desire to live a better life, products that can make a difference, and providing excellent customer service. In the hands of the right financial advisor, YRBL.AI can be a game-changer in the industry. #yrbl #financialplanner #financialadvisor #aiinfinance