WealthTech Today · 2026-05-20 · 31 min
The post Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group appeared first on and was written by Elana Iskowitz . Six Things Worth Writing Down The AI Notetaker Category Has Effectively Disappeared - What started as a simple transcription tool has evolved beyond recognition. The original AI notetaker is gone, replaced by two distinct categories: agentic operating systems that stretch across the entire tech stack, and legacy platforms racing to embed AI before they lose […] The post Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group appeared first on and was written by Elana Iskowitz .
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