An 'agentic' A.I. assistant for wealth advisors
Tom di Mino
Content Engineering: A branch of Content Strategy/Content Design with emphasis on prompt engineering, and the ability to interpret Python & TypeScript codebases.
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Posted Apr 11, 2025
We built an A.I. tool for wealth advisors that summarizes notes, and suggests insights related to all available client data. It saves JPMC at least $800k a day.
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Timeline
Apr 1, 2024 - Ongoing
Clients
JPMorgan Chase & Co.
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