GWN Selects Parrot AI to Automate Advisor Workflow
Advisor360°is expanding its relationship with GWN Securities, Inc., a Florida-based financial services company.
GWN has selected Parrot AI, advanced meeting preparation, and AI assistants to modernize the advisor experience across its network of financial professionals.
GWN previously adopted Advisor360°’s integrated platform to streamline advisor workflows and unify client data. With this expansion, GWN said its deepening its investment in an AI-native advisor experience designed to return time to advisors, strengthen client relationships, and support scalable growth.
“GWN Securities is focused on equipping our advisors with technology that strengthens client relationships while improving efficiency,” said Carl Neitzel, director of Operations, GWN Securities. “Expanding our partnership with Advisor360° and adopting Parrot AI allows us to embed intelligence directly into the advisor workflow rather than adding or managing separate notetaking applications. By standardizing on Parrot AI within Advisor360°, we can replace standalone tools with a unified, compliant solution purpose-built for wealth management.”
The expansion centers on Parrot AI, Advisor360°’s AI assistant built specifically for wealth management. Parrot AI is embedded within Advisor360°’s connected wealth operating system, allowing advisors to activate complete household data, meeting history, documents, and CRM context within their existing workflows.
“AI only delivers value when it is connected to complete books and records and embedded inside real advisor workflows,” said Paul Morville, Product Architect at Advisor360°. “Together with GWN, we are advancing a connected advisor experience that powers preparation, engagement, and follow-through in one system.”
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.