Let's open new accounts for the Johnson family. They need a trust account and two individual accounts.
I've accessed the Johnson family records from Salesforce and prepared the new account opening documents. I've pre-filled their contact information, investment preferences, and risk profiles based on their CRM data. The trust account and two individual account forms are ready to send. Should I proceed with electronic delivery?
Yes, please send them now. And let me know when they've been delivered.
Documents sent successfully. The Johnsons will receive an email with secure links to complete their applications. I've also updated their status in Salesforce and added a note about the new accounts. I'll notify you when they've accessed the documents.
Actions completed
New account documents sent to the Johnson family (1 trust, 2 individual accounts)
Powerful AI Capabilities
Jaiime AI combines cutting-edge artificial intelligence with an intuitive user experience, delivering powerful tools that enhance productivity across your organization.
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Simple, Transparent Pricing
Choose the plan that works best for you or your organization
Individual
For personal productivity
Billed monthly
Save 10% with annual billing
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Business
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Billed monthly
Save 10% with annual billing
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Contact us for a personalized quote
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Find answers to common questions about Jaiime AI
How does Jaiime AI protect my data?
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What kind of support is available?
All plans include email and chat support. Business and Enterprise plans include priority support with faster response times, and Enterprise plans can include dedicated support managers and custom SLAs.