Hazel
AI procurement automation for government agencies
Technology
How Hazel’s technology works — architecture, AI models, and technical capabilities.
How does Hazel work?
Hazel functions as a client relationship assistant by automating note-taking, summarizing meetings, and providing tailored briefings. It scans your inbox, calendar, and CRM to prioritize tasks, allowing advisors to focus on building client relationships.
What technology powers Hazel?
Hazel is powered by advanced artificial intelligence that integrates with various applications through single sign-on. This technology enables seamless access to necessary tools and data for financial advisors.
What are Hazel's main features?
Hazel's main features include automated note-taking, meeting summaries, inbox triage, and personalized tax planning. It also offers multi-document parsing and integration with Altruist for enhanced functionality.
What type of AI does Hazel use?
Hazel utilizes artificial intelligence designed for financial advisory practices, focusing on automating administrative tasks and enhancing client interactions through data analysis and intelligent responses.
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