Google changed search forever when they gave featured snippets that led users to the specific line on a webpage that answered their question. That exact precision saves you time and cuts through the noise, in this case, your reporting workflow.

Imagine that kind of precision applied to your suitability or annual review report workflows.

Emma's new AI Citations feature does exactly that.

Every data point in the report has an immediate link to its source. You click on that and affirm its content in a matter of minutes. Compare it to hours spent in manual verification. That's speed with accuracy.

Why does speed matter in reporting?

For most paraplanners, it takes an hour or more if done manually to check the suitability reports. To verify if every source is correct is laborious in reports full of complex data. Latest studies evidence market demand from the industry for efficiency: 92% of paraplanners who use AI reported increases in productivity (Scottish Widows, Idex Consulting).

Similarly, the 2023 AI Workplace Trends Report reveals that 70% of banks report that AI is an essential capability to improve workflow effectiveness.

With Emma's AI-powered citations, we're helping paraplanners push on past repetitive tasks to analyse more profoundly for more and more clients. How's this for an ambitious goal? As Alan, CEO of AdvisoryAI, puts it, "Our hope is that by the end of this year, our advisors will be able to look after three times the number of clients they do today".

How Emma's AI Citations Work

Emma's AI citations simplify report verification into three easy steps:

1. Emma scans and aggregates information from reports.

2. Direct Linking of Each Report Detail to the Source Location

3. Quickly highlight citations to promote validation to avoid further searches for accuracy.

Advantages of Emma’s AI Citation 

• Faster Reports: Reviews are conducted 75 percent faster and get the same task done in 10 to 15 minutes from 30 to 60 minutes reviews.

• Higher Trust and Compliance: Source linking builds trust in report accuracy.

• Streamlined Workflow: No more time wasted on manual verification - focus on strategy.

Real-Time Savings Comparison

Change Your Report Writing

Emma's AI citations are the next evolutionary step in automated reports which bring time savings, additional accuracy, and fewer manual demands. For paraplanners, it's a game-changer on transparency and compliance for reports.

Are you ready to streamline your reporting? Let's discuss how Emma's citations made a difference in the workflow and reporting standard by calling AdvisoryAI.