AI Mastery for Financial Professionals

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3 lessons, 3 quizzes
1. How to use Zapier AI Orchestration Platform to embed AI into workflows, chotbots, and automation triggers
2. How to uze Zapier Canvas to visually map and automation sales systems
2 lessons, 2 quizzes
3 lessons, 3 quizzes
1. How to use Databox AI for forecasts & performance summaries
2. How to use Databox to create Interactive Visualization of your data
2 lessons, 2 quizzes

AI-Powered Engagement & Follow-Up

How to use Zapier to automate CRM data updates

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