Saturn

AI automation for compliance & admin

The official Saturn integration with intelliflo office enables seamless syncing of adviser–client data, including meeting notes and fact-finds. Built for advisers and paraplanners, it saves hours of manual admin while improving compliance and enhancing the overall client experience.

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.

Key Benefits

 

  • Capture Every Client Interaction: Record in-person meetings or invite our bot to Microsoft Teams or Google Meet.
  • Instant Meeting Notes: Receive clear, structured summaries for all meeting types—introductory, fact-finds, reviews, and more.
  • Automated Reports: Generate professional, compliant suitability reports in your firm’s tone and format.
  • Faster Client Communications: Create personalised follow-up emails in seconds to improve client engagement.
  • Built for Financial Advisers: Purpose-built by AI specialists for the financial planning industry, Saturn fits naturally into your workflow to boost productivity.