Discovery Assistant for Financial Advisor

Voice Assistant Demo

• Wealth Management Sales Assistant: (612) 294-7511

  • Discovery and Onboarding work, Operations/Account Services disabled

• Property Management Sales Assistant: (952) 649-5788

  • Demos disabled- buy new # for Guardian

• HVAC: (612) 682-2687
  • Repurposing for Daryl 6/1 

Remember:

• Customize voice before demoing
• Update <demo type> variable

Trading Card Scanner

• Setup 5/25 demo for Triple Diamond Sports Cards and Collectibles --> https://v0-camera-upload-script.vercel.app/

• Baseball, Basketball, Pokemon card - inventory, categorization, real-time pricing