AdvisoryAI Simplifies Suitability Letters for Financial Advisors

AdvisoryAI Simplifies Suitability Letters for Financial Advisors

AdvisoryAI Simplifies Suitability Letters for Financial Advisors

Jun 18, 2024

Alan Gurung

3 min read

Personalised suitability letters
Personalised suitability letters
Personalised suitability letters

As a financial advisor, you understand the importance of creating accurate and compliant Suitability Letters for your clients. However, the process of crafting these letters can be time-consuming and complex, taking hours of your valuable time. That's why AdvisoryAI is excited to introduce Suitability Letter automation that allows you to create personalised suitability letters for your client in just 5 minutes!

Streamlined Suitability Letters: Built by Financial Advisors, for Financial Advisors

The complete automation of Suitability Letters is the result of extensive collaboration with experienced Financial Advisors who understand the challenges and requirements of creating these essential documents. We've standardised the process, ensuring that every letter meets the necessary regulatory requirements while still allowing for personalisation to meet each client's unique needs.

With AdvisoryAI's Suitability Letters automation, you can:

  1. Save Time: Reduce the time spent on creating Suitability Letters from 4 hours to just 5 minutes, giving you more time to focus on building relationships with your clients.

  2. Ensure Compliance: Our standardised templates are designed to meet the specific regulatory requirements for financial advisors in the UK, providing peace of mind that your letters are always compliant.

  3. Personalise Your Letters: While our templates provide a standardised foundation, the letters provide personalised recommendations suited to each client's specific needs, even emulating your own style of communication over time.

  4. Streamline Your Workflow: By simplifying the Suitability Letter creation process, you can streamline your workflow and increase your overall efficiency.

Data security & compliance

We make sure that all your data is secure and compliant. We take just 5 minutes to produce a final draft; ready for the qualified IFA to review and approve.

The data is protected by a dedicated data protection officer, managed in secure AWS servers located in the UK and encrypted end-to-end; thus ensuring you with a peace of mind with regards to the security of all your data. We do not pass any of your data to third party AI systems.

Why AdvisoryAI?

At AdvisoryAI, we understand the unique challenges faced by financial advisors in the UK. That's why we've created a platform that not only simplifies the creation of Suitability Letters but also provides a range of tools to support your business. With beta clients, we have seen cost savings of up to 80%, while some of them have been able to double their total clientele.

When you sign up for AdvisoryAI, you'll gain access to:

  1. Streamlined Suitability Letters: Our standardised templates make creating Suitability Letters a breeze, saving you time and ensuring compliance. Some of our customers have been using these creating templates for the past few weeks and they were able to create Suitability letters in just 5 minutes! 

  2. Powerful Automation Tools: AdvisoryAI's platform is designed to automate many of the tedious administrative tasks, such as creating Suitability Letters, Meeting Notes, Annual Review Reports, and so much more! Thus allowing you to focus on what matters most: your clients.

  3. Dedicated Support: Our team of experts is always available to answer your questions and provide guidance, ensuring that you get the most out of AdvisoryAI.

  4. Free Access: We offer a Free Plan that allows you to create unlimited meeting notes and up to 3 Suitability Letters at no cost every month, giving you the opportunity to experience the benefits of AdvisoryAI firsthand.

Start using AdvisoryAI today!

Ready to revolutionise your Suitability Letter creation process? Sign up for AdvisoryAI today and start creating Streamlined Suitability Letters in minutes. Simply click the link below to start for free.

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© 2024 AdvisoryAI

AI productivity co-pilot for financial advisors

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© 2024 AdvisoryAI