Blue Chip Issue 89

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BLUE CHIP PRACTICE MANAGEMENT | Technology Effortless meeting minutes using AI Online Board Packs & Secure Board Portal <strong>Blue</strong> <strong>Chip</strong> spoke to Zeldeen Muller, CEO of inSite Connect and creator of AgendaWorx, about three board portal Artificial Intelligence automation tools that will help you transform your minutes process. First off, what is AgendaWorx? AgendaWorx is a cloud portal designed to automate all the tasks you need to make your life as a board member easier. Imagine having a single, secure location that isn’t cluttered with your everyday documents and emails. What if you never again had to wonder where that important document is, what the outcome of last March’s voting poll was, whether everyone has signed the resolution or where that email you sent to David last February has gone? Say goodbye to all that frustration. With AgendaWorx, you have one dedicated place in the cloud where you can find all your documents, sign resolutions, vote on decisions, jot down notes on agendas, chat about issues and so much more. It’s not just a searchable library; it’s also a comprehensive archive with easy access to recordings, signed documents, voting results, email logs, Section 37C files and shared documents. And let’s not forget about compliance. The need to meet both new and old compliance protocols is crucial. Failing to do so can land you in the sort of headline news no-one wants to be a part of. With AgendaWorx, automation takes care of that, too. Why did inSite Connect decide to include agenda and minute creation functionality into AgendaWorx? Modern technology, like Zoom and Microsoft Teams, has been helpful, but they often produce overwhelming amounts of text that secretaries must then distil into actionable minutes. AgendaWorx simplifies this by automating the creation of board packs using AI, thereby reducing the time spent on these tasks by 70%. Zeldeen Muller, CEO, inSite Connect and Creator, AgendaWorx, Board Portals How does AgendaWorx leverage AI to assist secretaries in creating board packs or minutes? AgendaWorx incorporates three powerful AI-driven tools: Firstly, we offer precise transcription services tailored to South African accents. Secondly, AI professionally rewrites these transcriptions, omitting any unnecessary chatter. If you’re handling minutes, the AI will convert your content into the past tense and rewrite it as if it were reporting on what occurred during the meeting. So, with a single click, you can transform your agenda content and meeting transcription into a professional set of minutes. Lastly, our software enables real-time collaborative editing of documents, which it then formats consistently with just one click. All these tools combine to revolutionise the process of taking minutes. That’s impressive. Can you elaborate on how these automated features improve efficiency? With AgendaWorx, everyone can contribute to the same agenda or set of minutes simultaneously. You can integrate content from emails, PowerPoints and reports, which in usual circumstances will be very messy. Then, with the press of a button, AgendaWorx will format your entire document according to your company’s style guide. It will fix all fonts and font sizes, justify your text, indent paragraphs and add breaks after headings. What about document assembly? Our one-button solution assembles all your attachments, adds them to the corresponding agenda items, numbers the pages and even creates an indexed, bookmarked PDF with clickable hyperlinks - all in a matter of seconds. If there’s a late addition, you can quickly drag and drop it into place and AgendaWorx updates everything for you. Given concerns around data security and AI, how does AgendaWorx ensure safety? We use the ChatGPT APIs, which are not employed by OpenAI to train its models. This means your data remains secure behind the AgendaWorx firewall. What is next for AgendaWorx? We’re working on features that allow boards to request and compare quotes directly within the portal. Also, we’re integrating AI to answer questions about board rules and other documents. Imagine the impact on efficiency when Zoom or Teams recordings can be automatically divided into relevant minute items, transcribed and professionally edited – all with a single button click! There you have it – an in-depth look at how AgendaWorx, powered by AI, is setting new standards in board governance and meeting documentation. 56 www.bluechipdigital.co.za
USE AI FOR EFFORTLESS AGENDAS & MINUTES YOU - will talk, not type! AI - will: 1. Transcribe (99% accuracy with SA accents) & convert basic transcription into professional, AI edited copy; 2. One button will: fix formatting (fonts, justification, spacing, indentation and more), one button will collate, number pages, create numbered index & add hyperlinked bookmarks. Yes, two buttons will do ALL this. Online Board Packs & Secure Board Portal Decrease the time to create your agendas and minutes by 80%. Can you afford not to try it? info@agendaworx.com
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BLUE CHIP 0.5 CONTINUOUS PROFESSION
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CONTENTS ISSUE 89 NOV/DEC/JAN 2024
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CONTENTS ISSUE 89 NOV/DEC/JAN 2024
Page 8 and 9: BLUE CHIP FPI UPDATES | CEO message
Page 10 and 11: BLUE CHIP On the money Making waves
Page 12: BLUE CHIP On the money Making waves
Page 15 and 16: RCA-BCJ-23-2 Our tailored platform
Page 17 and 18: BEHAVIOURAL FINANCE | Books BLUE CH
Page 19 and 20: COLUMN BLUE CHIP Consider paying of
Page 21 and 22: FPI | Financial Planner of the Year
Page 24 and 25: BLUE CHIP FPI | Research The power
Page 26 and 27: BLUE CHIP FPI | Research • 84% ag
Page 28 and 29: BLUE CHIP CLIENT ENGAGEMENT | Behav
Page 30 and 31: BLUE CHIP CLIENT ENGAGEMENT | Behav
Page 32: BLUE CHIP CLIENT ENGAGEMENT | Behav
Page 35 and 36: INVESTMENT | Offshore BLUE CHIP The
Page 37 and 38: INVESTMENT | Economy BLUE CHIP 1% o
Page 39 and 40: INVESTMENT | Asset management BLUE
Page 41 and 42: Partner with us, become an FPI Appr
Page 43 and 44: MAKE YOUR MONEY WORK ANYWHERE. At O
Page 45 and 46: INVESTMENT | Economy BLUE CHIP Thin
Page 47 and 48: FINANCIAL PLANNING | DFM BLUE CHIP
Page 49 and 50: Calling ALL Financial Advisors Bran
Page 51 and 52: Help us create a better tomorrow. I
Page 53 and 54: ROUND TABLE SERIES | Offshore inves
Page 55 and 56: FINANCIAL PLANNING | Self developme
Page 57: PRACTICE MANAGEMENT | Technology BL
Page 61 and 62: FINANCIAL PLANNING | Technology BLU
Page 63 and 64: FINANCIAL PLANNING | Technology BLU
Page 65 and 66: PRACTICE MANAGEMENT | Technology BL
Page 68 and 69: BLUE CHIP PRACTICE MANAGEMENT | Tec
Page 70 and 71: BLUE CHIP CLIENT ENGAGEMENT | Commu
Page 72 and 73: BLUE CHIP FINANCIAL PLANNING | Reti
Page 74: BLUE CHIP FINANCIAL PLANNING | Reti
Page 77 and 78: FINANCIAL PLANNING | Retirement BLU
Page 79 and 80: PRACTICE MANAGEMENT | Accounting BL
Page 81 and 82: GOALS BASED ASSET MANAGEMENT HEALTH
Page 83 and 84: FINANCIAL PLANNING | Retirement BLU
Page 85 and 86: FINANCIAL PLANNING | Leadership BLU
Page 87 and 88: CLIENT ENGAGEMENT | Behavioural fin
Page 89 and 90: PRACTICE MANAGEMENT | Business deve
Page 91: YOU SHOULD THINK CAREFULLY ABOUT TH
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Blue Chip Issue 89

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