AI integrations for advisers
Whether we know it or not, we all use machine learning and Artificial Intelligence (AI) in our day-to-day lives. For instance, smart assistants, like Amazon’s Alexa or Apple’s Siri, can answer voice commands to quickly deliver information, while streaming services like Netflix use algorithms to analyse your viewing habits to deliver content suggestions that increasingly match your preferences.
AI has the potential to deliver better data analysis, clearer insight, and greater personalisation to improve the advice process for both advisers and clients.
This technology is now being used in financial services today. According to our recent ‘advice efficiency’ survey, 46% of firms are already using, or plan to start using AI this year.
Blog: Taking Advantage of 3 Key Trends in AI
There’s certainly a lot of buzz around artificial intelligence in the advice industry at the moment. Our recent market wide Advice Efficiency Survey 2024, polled over 100 firms across the UK on their advice processes.
So what are the big trends in AI and how can firms embrace the potential they offer? Find out in our blog.
intelliflo office provides several integrations which enable you to harness the power of AI, all with the simplicity and familiarity of the intelliflo environment.
4admin
AI ceding scheme analysis
Scheme analysis is time-consuming, clunky and repetitive. 4admin enables you to intelligently automate your document analysis and reallocate time towards things that drive more value, such as increasing client service.
Analyse effortlessly and reallocate time
Spend 86% less time reading policy documents using an AI-powered tool which securely analyses clients’ plans at the click of a button, taking minutes, not hours. Save hours per week and release your team to focus on higher value tasks, such as increasing 1:1 client service.
Improve compliance
Go from doing to checking. Immediately see what information you’re missing, eliminate manual errors and avoid lengthy processing delays.
Human-in-the-loop
Stay in control with a simple interface for human supervision. Seamlessly review, approve and amend after 4admin’s AI does the heavy lifting.
AdvisoryAI
Double your client capacity with AI assistants – Emma for paraplanners and Evie for financial advisers.
Your templates. Your voice.
Emma quickly generates compliant, firm-specific suitability reports, review letters, and LOA summaries. Easily train Emma to reflect your evolving style.
Eliminate post-meeting admin headaches
Using Evie, meeting notes, intelliflo updates, and email summaries after client meetings are completed with just a few clicks. Advanced dialect understanding ensures nothing is missed.
Enhance compliance and collaboration
Stay compliant with built-in FCA handbook and Consumer Duty checking. Collaboration features give paraplanners quick access to all adviser meeting documentation.
Aveni Assist
AI automates admin, you focus on clients
Aveni Assist enables you to achieve unprecedented productivity by automatically joining client calls to automated reports, intelliflo office auto-population, post-call briefings, and tailored client follow-up emails .
Enhanced client service
Focus on each of your clients’ needs and goals, not on notetaking. Aveni Assist enables you to be fully engaged with your clients to achieve best possible outcomes.
Auto-generated suitability report
Aveni Assist can extract all the relevant information from across a lengthy advice call to create a comprehensive suitability report in your business’ tone and style.
Post-meeting briefing note
Within a minute of completing a call, generate a detailed client email confirming key information and agreed upon actions.
Otto Finance
Otto automates meeting scheduling, note-taking, session summarisation, suitability report generation, and client engagement, ensuring any new documents are synced back to intelliflo office.
Meeting assistant
Otto takes the heavy lifting out of meeting prep and follow up by scheduling and hosting your meetings, summarising their content and capturing key takeaways. It works fully for both online and in person meetings.
Suitability report generation assistant
Within minutes, Otto simplifies compliance by creating suitability reports. You will be able to conduct annual review meetings directly on Otto’s platform.
Seamless post-meeting reporting
Edit the report, download it to Microsoft word or create a PDF. You can then seamlessly sync the final document back to intelliflo office.
PlannerPal
The financial planner’s AI assistant. Streamline administrative tasks such as documentation and record management, and enable your advice firm to focus on growth, high-impact activities.
Automated meeting summaries
Convert client meetings into concise, actionable summaries in seconds, with the ability to search previous records for key information.
AI-powered document drafting
Let AI do the heavy lifting for emails, essential documents, file notes, fact-finds and letters.
Automatically record mobile and video calls
Record in-person meetings or voice notes via the PlannerPal app or use the bot to record Microsoft Teams meetings.
Recordsure Review AI
A suite of speech and document analytics tools providing AI-powered solutions for suitability and assurance reviews.
AI-powered prioritisation
Use AI to automatically score cases for prioritisation based on risk level.
Support your teams with evidence
Recordsure evidences outcomes and provides detailed management information on each and every review to demonstrate compliance.
Complete reviews 2x faster
Deliver consistent outcomes and identify thematic trends, while removing reliance on random sampling, by highlighting high-risk cases.
Re.LOA
An AI-powered document processing app built specifically for financial advisers and their support teams to tackle the heavy administrative workload of data extraction from complex documents like DC Pension policies.
Save valuable time
Automate document processing in under two minutes, allowing advisers to focus more on client relationships and strategic tasks.
Reduce errors and ensure compliance
Gain high accuracy and transparency to minimise compliance risks with thorough data sourcing. All data processing occurs on secure, UK-based servers, ensuring full compliance with data privacy regulations.
Enhance Client Trust
Use “explainable AI” to highlight exact source text for all extracted data, enabling you to confidently share insights with your clients.
Saturn
Automate administrative tasks and focus on what truly matters—delivering the best outcomes for your clients.
Capture every client interaction
Record in-person meetings using your phone or invite the Saturn bot to your Teams, Zoom, or Meet calls.
Effortless meeting notes
Receive comprehensive meeting notes tailored to various meeting types – from introductory sessions and fact-finds to presentations and annual reviews – delivered rapidly.
Automated reports and streamlined client communications
Saturn CoPlanner will craft professional suitability reports customised to your company’s style and tone, enhancing the quality and consistency of your documentation. Also generate emails in under 10 seconds to improve communication and client engagement.