AI Automation Insights & Resources
Expert insights, guides, and perspectives on AI automation, custom AI agents, and intelligent business solutions.
28 August 2025•Rohit Parmar-Mistry
Beyond the Bot: How a 'Human + AI' Model Builds Unbreakable Client Trust
In financial services, clients demand digital speed but crave human connection. Discover the 'Human + AI' model, a framework where AI handles administrative tasks, freeing you to build the client trust that technology alone can't.
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15 August 2025•Rohit Parmar-Mistry
Your CRM is a Database, Not a Doer: The Shift to AI Partnerships in Accountancy
Accounting firms invest heavily in CRMs, but they remain passive databases that require manual work. Discover why a true AI transformation partnership, focused on building active, automated systems, is the key to unlocking real efficiency and growth.
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