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Elite Consulting Partners에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Elite Consulting Partners 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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AI and Sentiment Analysis in Social CRM

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Manage episode 511313694 series 2815497
Elite Consulting Partners에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Elite Consulting Partners 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Key Highlights from the Episode:

0:00 – Introduction: AI, NLP, and sentiment analysis explained

2:10 – What sentiment analysis is and why it matters for advisors

4:30 – How AI scores positivity, negativity, and client reactions

6:00 – Real-world use cases: client emails, brand perception, and practice reviews

8:30 – Why “no bad publicity” isn’t always true in financial services

10:15 – Sentiment analysis as a supplement to traditional KPIs

12:00 – Spotting early warning signs of client attrition

14:00 – How generational wealth transfer creates new sentiment insights

18:30 – Turning social proof and negative feedback into opportunities

23:00 – Compliance considerations when using recording and AI tools

25:00 – How sentiment can feed into lead scoring and forecasting

27:30 – Final takeaways: actionable, not overwhelming

Resources:

Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

  continue reading

294 에피소드

Artwork
icon공유
 
Manage episode 511313694 series 2815497
Elite Consulting Partners에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Elite Consulting Partners 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Key Highlights from the Episode:

0:00 – Introduction: AI, NLP, and sentiment analysis explained

2:10 – What sentiment analysis is and why it matters for advisors

4:30 – How AI scores positivity, negativity, and client reactions

6:00 – Real-world use cases: client emails, brand perception, and practice reviews

8:30 – Why “no bad publicity” isn’t always true in financial services

10:15 – Sentiment analysis as a supplement to traditional KPIs

12:00 – Spotting early warning signs of client attrition

14:00 – How generational wealth transfer creates new sentiment insights

18:30 – Turning social proof and negative feedback into opportunities

23:00 – Compliance considerations when using recording and AI tools

25:00 – How sentiment can feed into lead scoring and forecasting

27:30 – Final takeaways: actionable, not overwhelming

Resources:

Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

  continue reading

294 에피소드

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