Blog
Blog
Case Studies
Case Studies
When AI meets client consent: Navigating recording opt-outs without losing productivity
Nov 19, 2025
Shashank Gupta
6 min read
Why generic AI note-takers fail financial advisers (And why Evie is the answer)
Nov 19, 2025
Ben Glass
5 min read
Best Suitability Report writing software for financial firms in 2025
Nov 3, 2025
Ben Glass
8 mins
Best Financial Planning Software for Advisers in the UK in 2025
Oct 4, 2025
Ben Glass
7 mins
When AI meets client consent: Navigating recording opt-outs without losing productivity
Nov 19, 2025
Shashank Gupta
6 min read
Why generic AI note-takers fail financial advisers (And why Evie is the answer)
Nov 19, 2025
Ben Glass
5 min read
Best Suitability Report writing software for financial firms in 2025
Nov 3, 2025
Ben Glass
8 mins
Best Financial Planning Software for Advisers in the UK in 2025
Oct 4, 2025
Ben Glass
7 mins
