The ability to create important administrative paperwork such as: File Notes, Follow Up Emails, Review Letters to your company specification. Outputs can be generated through pictures of written notes and/or spoken notes. Plus integrations with leading Wealth Management tools.

The ability to track and analyse financial performance over specified and custom time periods, such as 10 years. Generate detailed reports that provide insights into value versus cost, helping to optimise financial decisions. Plus, seamless integration with leading accountancy software.

The ability to generate comprehensive reports that highlight the value added to clients' financial affairs. Document meetings and create file notes and follow up emails to company specification, ensuring compliance and transparency.

The ability to automatically capture and transcribe meeting discussions and generate compliant file notes. Outputs can be created from written notes and/or spoken discussions, ensuring accurate records that meet regulatory and operational requirements.

Keep data secure. Create internal knowledge FAQs for call agents. Automate email responses. Seamlessly record and document meeting transcripts, ensuring compliance and accessibility. and help maintain clear client communication records.

The ability to capture and transcribe client meetings and generate compliant file notes as evidence of discussions. Outputs can be created through spoken interactions or written documentation, ensuring accurate records for regulatory and operational needs.