Solution introduction
Automate your client emails
Create AI generated artefacts designed to save advisers time, stay compliant and improve their client experience
AI solutions designed for advisers
Effortless file notes
Access specialised templates for various meeting types, including Reviews, Discoveries, SOAs, and Strategy sessions.
Client summary eemail
Create professional summary emails with key discussion points and action items, ready to send with a single click.
Full meeting transcript
Capture every detail with complete transcripts of your recorded client meetings.
Automated engagement letters
Effortlessly create client-ready engagement letters, pre-filled with information gathered during discovery meetings.
Client mind maps
Generate comprehensive client mind maps from your discovery meetings, providing valuable insights for building strong relationships.
