Re:LOA

AI for Pension & Investment docs

Re.LOA is 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. With Re.LOA, advisers can save valuable time, reduce manual errors, and enhance compliance by automating these time-consuming tasks.

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.

Key Benefits for Advisers:

  • 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: Purpose-built for financial services, Re.LOA provides high accuracy and transparency, minimizing compliance risks with thorough data sourcing.
  • Enhance Client Trust: Our “explainable AI” highlights exact source text for all extracted data, enabling advisers to confidently share insights with clients.
  • Optimize Workflow Efficiencies: Seamlessly integrates with your current tech stack, improving workflows without disrupting existing processes.
  • Stay Secure and Compliant: All data processing occurs on secure, UK-based servers, ensuring full compliance with data privacy regulations.

How It Works:

Upload documents, and Re.LOA instantly extracts, organizes, and verifies key information. Our latest feature highlights the specific source text for each data point, providing accuracy and transparency at every step.

Why Re.LOA Stands Out:

Unlike general-purpose tools, Re.LOA is designed specifically for the financial services sector, ensuring high-quality data accuracy and compliance. Our solution offers zero hallucination, total transparency, and trusted results, making it the ideal choice for advisers looking to streamline administrative workflows with confidence.

Get Started Today:

Experience the impact of Re.LOA with a free trial that includes 3 DC Pension Checklists. Sign up today with your email and see how Re.LOA can transform your workflow.