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primrose.foster's avatar
primrose.foster
Icon for Advisely Team rankAdvisely Team
10 months ago

What is your #1 efficiency tip for this year?

Are you streamlining client comms? Automating documentation? Updating your compliance process? Whether you are in the midst of planning, or are already in BAU - what is your number one efficiency tip...
advice production
clients
compliance
technology
roccomusumeci's avatar
roccomusumeci
Exploring Newcomer
10 months ago

If you're a financial adviser gearing up for 2024, it's crucial to get on board with AI; it'll streamline your paperwork and supercharge your research like nothing else.

With AI, one can enhance client communications, automate the production of detailed file notes, and crucially, summarize essential information from various documents and websites. AI sharpens the edge of your work, ensuring documents hit the mark with accuracy and keeping compliance squarely in check. Advisers, through AI integration, can better focus on strategic planning and client relationship development, leading to a practice that is both more efficient and more effective. 

Curious to hear, what other tools or strategies are advisers finding beneficial?

  • primrose.foster's avatar
    primrose.foster
    Icon for Advisely Team rankAdvisely Team
    10 months ago

    Thanks roccomusumeciAI continues to be a hot topic and I really enjoyed reading your thoughts on the potential efficiency gains for advice practices and in improving the client experience! Look forward to hearing what other advisers have to say too. 

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