Forum Discussion

Advisely Partner

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...

deborah.kent

Advisely Index Top 10

5 months ago

love the F... word anne.graham Tamara.Morey as we are a remote business we are working through teams we have like Jenny starting using Co Pilot to record notes we then put them into our filenote format for compliance. It is early days, but it has cut down time on the discussion side using AI is a great way to be efficient however I caution those entering into it that make sure you know who you are using, you need to know what access they may have to your systems. Co Pilot is part of Office 365, so we feel comfortable with it.