Business introduction
Create client financial clarity, from the first client meeting
More than just taking file notes
Financial planners manage complex client conversations, strict compliance requirements, and manual documentation. Inevitably resulting in inefficiencies, errors, and administrative overload.
Our mission
Democratising financial advice—helping advisors streamline compliance, reduce costs, and service more clients.
Why Prospo.ai?
- Reduce compliance risk – Every conversation is tracked, documented, and audit-ready.
- Save hours on admin – Automate manual note-taking and form-filling.
- Enhance client trust – Accurate, consistent, and transparent advice records.
- AI that understands finance – Built for financial planners.
- Transform client conversations into actionable, compliant insights—effortlessly.
Prospo Solutions
Prospo AI
Technology should strengthen trusts Prospo helps you remember every detail, so clients feels heard and confident in your advice Eliminate manual data entry and reduce errors Prospo extracts client data from conversations and auto-fills fact-finds, applications. Reducing repetitive work and errors. Ensure full compliance and auditability Every recommendation, conversation or note is traced back to......
