What’s new with Vanilla: January 2024

New year, exciting new features! Vanilla’s product experts are back with our What’s New with Vanilla webinar series to kick off 2024.

Speakers

Rachel Pettis

Senior Product Marketing Manager

Kendall Johnston-Legg

Senior Product Manager, Vanilla

Mark Welsh

Senior Product Manager, Vanilla

Watch On Demand

Speakers

Rachel Pettis

Senior Product Marketing Manager

Kendall Johnston-Legg

Senior Product Manager, Vanilla

Mark Welsh

Senior Product Manager, Vanilla

Learn more about Vanilla Document Builder, now generally available, and an enhanced client onboarding experience coming soon. Plus we have an exciting update regarding VAI, our purpose built AI for estate planning.

Tune in to:

See how your clients can create estate plan documents on-demand
Expedite client onboarding and invite clients to complete a self-guided questionnaire
Work smarter thanks to the power of VAI, AI for estate planning
Hear about other new and upcoming features in the Estate Advisory Platform