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Tamara.Morey's avatar
Tamara.Morey
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6 months ago

Let's talk file notes.

Completing file notes is never high on an adviser's 'like-to-do list'.  They're a time-consuming task, often taking the better part of an hour each time.  BUT - they are a necessary evil.   I'd lov...
rainier.reyes's avatar
rainier.reyes
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A necessary evil indeed Tamara.Morey - interesting to see what everyone is doing out there, especially since there seems to be a growing AI presence in this space.

deborah.kent jenny.brown anne.graham mat.tenison3 - would love to know what you're doing, and if you found yourself more efficient tackling file notes one way or the other!

mat.tenison3's avatar
mat.tenison3
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6 months ago

Hi Tamara-Morey, a great question and such a time consuming part of the process! I was recording notes and sending to my adminstrator to transcribe, however this is still very inefficient. The last 6 months I've started transcribing to a word document, then copying to the xplan file (still too many steps!). I'm pretty sure there's a way to do it straight into xplan, so if anyone knows how to do this I'd be very appreciative! I think the next step in our journey is to start recording/transcribing online meetings and have AI summarise for the file. I've been hearing a lot about this and sounds like a very efficient way of doing things. Again, if anyone is doing this already, I'd love to hear how it's going and the mechanics behind it? Also, is there an alternative to this for face to face meetings?

  • Tamara.Morey's avatar
    Tamara.Morey
    Icon for Advisely Partner rankAdvisely Partner
    6 months ago

    Hi mat.tenison3 check out this recent discussion about transcribing straight into Xplan.  It seems to work well in some areas, but not in others (yet).  

    Speech to text - Xplan

    I know that some practices who are recording online meetings do the same thing for face to face.  They set up a laptop with video chat and record the live meeting. I think this is a great option to record the client consent and confirm understanding.  I don't know that AI is developed enough to produce a transcribed file note in the manner we might like to see it (and able to interpret industry jargon etc), but I'm sure there are still some efficiencies to be achieved with the right software.

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