Business
Merrill and Bank of America Private Bank Launch AI-Powered Meeting Journey
Bank of America's Wealth Management businesses, Merrill Wealth Management and Bank of America Private Bank, today announced the full-scale rollout of AI‑Powered Meeting Journey, an integrated solution that helps optimize how advisors and their teams prepare for, conduct, and follow up on client meetings. The streamlined meeting experience enables advisors to redirect meaningful time toward strategic planning and deeper client engagement.
About this update from Wealth Management Inc
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