Innovation

Bank of America intros AI prep tool for client meetings

Photo: Adobe Stock

March 31, 2026

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Bank of America's wealth management businesses, Merrill Wealth Management and Bank of America Private Bank, have introduced the AI-Powered Meeting Journey. This tool is designed to provide AI insights for wealth management employees ahead of client meetings, according to a press release.

In particular, the tool offers meeting prep, summarization during the meetings, and follow-up tasks and documentation.

"AI‑Powered Meeting Journey represents a meaningful advancement in how the wealth management industry uses AI," Patricio Diaz, COO at Merrill, said in the release. "This latest solution empowers advisors to shift capacity toward activities that drive business growth and strengthen how we serve clients."

"Early users of the Meeting Prep and Meeting Summarization capabilities are already seeing significant improvements in their workflows," Shimna Sameer, head of products, solutions and platforms at Bank of America Private Bank, said in the release. "This is time our teams are reinvesting into client engagement, with even more proactive guidance and meaningful support."