Solution introduction

Create client financial clarity, from the first client meeting

More than just taking file notes

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 source conversation, creating a comprehensive audit trail.

Grow your client book without adding overhead
Automate meeting scheduling, note taking and e-documents signing. Freeing advisers to handle more client without adding more staff.

 

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