---
title: "Choreo taps Beemo AI agents to draft proposals, scale onboarding"
date: 2026-09-23
source: http://www.bing.com/news/apiclick.aspx?ref=FexRss&aid=&tid=6ab4310a9c3049d38384faf2aed32457&url=https%3a%2f%2fwww.investmentnews.com%2ftransformation%2fchoreo-taps-beemo-ai-agents-to-draft-proposals-scale-onboarding%2f268322&c=14144341622918090809&mkt=en-us
description: "Beemo's agents will draft client proposals and surface custodial data from Schwab for Choreo's 120-plus advisors across 21 states ..."
---

# Choreo taps Beemo AI agents to draft proposals, scale onboarding

Beemo's agents will draft client proposals and surface custodial data from Schwab for Choreo's 120-plus advisors across 21 states ...

*Published: 2026-09-23*