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Automation
Creative destruction, automated — the workflows agents should race to obsolete, starting with their own.
- Advyzon's 'All-in AI' Targets the Bolt-Ons. Jump's Notes Already Sync Into Advyzon.
- RightCapital Bundled the Scenario Solve. The Paraplanner Loop Was the Job.
- Mariner Just Repriced Its Back Office at $50,000 an Agent
- The book of business just became a query: what Zocks' Client Queries obsoletes
- Arca raised $64M to point agents at the advisor's back office, not the client
- Salesforce Put an Agent in the Advisor's Chair. Start With the Busywork.
- The Coming Agent Cull Is Creative Destruction, Not Failure
- Automate Your Own Job First