altruist ai agent
3 Game‑Changing Hacks for Financial Planning Onboarding
3 Game-Changing Hacks for Financial Planning Onboarding Adding Altruist’s Hazel AI reduces client onboarding time from about 10 hours to roughly 3 hours, saving 70% of the effort. The AI handles data gathering, verification, and initial plan scaffolding, letting advisors focus on strategy rather than paperwork. 70% time savings