AdvisoryAI
HQ Address
1 Bedford Row, London, WC1R 4BU, United Kingdom
Website Address
Business introduction
Every hour a financial adviser spends on admin is an hour they could be spending with a client
Increase adviser capacity by 90%, turning all client conversations into compliant, customised reports
Reports written in your company's own unique style
AdvisoryAI analyses the data, transforms unstructured information into the structured format you need and finally automates the entire report writing process by emulating your communication style.
Multi-format support
Upload files in any format. The platform supports uploads of pdf, word, mp3, mp4, connects so much more!
AdvisoryAI Solutions
Colin
Complete compliance confidence in every client report Colin eliminates compliance anxiety by automatically checking 100% of your documentation against FCA and Consumer Duty requirements, delivering comprehensive analysis in minutes instead of hours. 100% file checking confidence Check every document versus traditional 5-20% sampling methods Deliver comprehensive compliance analysis in 5 minutes instead of 2+......
business needs
view solutionEmma
Template flexibility Emma creates customised, compliant reports to suit your brand and tone of voice. 95% accurate Less margin for error. Concise, yet comprehensive Capture essentials including soft facts and avoid information overload to clients. ...
business needs
view solutionEvie
Lightning-fast meeting notes Summarise key points in 30 seconds flat Capture all soft facts effortlessly Auto-generate actionable next steps Free yourself from administrative burdens Seamless Integrations Works with Google Meet, Zoom, and Microsoft Teams One-click recording, transcription and notes Allows upload in multiple formats - pdf, docx, mp3, mp4, wav etc. Instant client follow-ups Send comprehensive meeting summaries immediately Keep clients......
