AdvisoryAI is to automate client personalised suitability letters for advisers in five minutes.
The firm previously announced that it had automated meeting notes by integrating with Zoom, Google Meet and Microsoft Teams. Now it has added suitability letter automation to the adviser's administrative process. By uploading or syncing meeting recordings, adding provider information, fact finds or any other relevant information as inputs, the artificial intelligence (AI) generates a personalised suitability letter for advisers' clients in less than five minutes. "There is no product out there that can create a suitability letter with such precision," AdvisoryAI stated. "The AI also ...
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