Tag: HTK Rollover forms
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Case Study: How a Financial Services Firm Uses AI to Complete Complex HTK and Annuity Paperwork
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Client: 1847FinancialIndustry: Financial servicesUse Case: Automating processing of rollover recommendations, account agreements, and annuity applications for financial advisingForms: HTK Recommendation and Attestation Form, Account Agreement & Disclosure Booklet, EquiTrust Annuity…