Embrace The New Normal: Annual Review Report Automation

Embrace The New Normal: Annual Review Report Automation

Embrace The New Normal: Annual Review Report Automation

Jun 25, 2024

Alan Gurung

2 min

Annual Review Report Automation
Annual Review Report Automation
Annual Review Report Automation

Annual Review Reports are vital for maintaining and nurturing client relationships. With our new automation, AdvisoryAI is revolutionising this process.

You can now have a completed annual review report 5 mins after the client meeting has finished.

Streamline your workflow

Our automation reduces the time and effort needed to create detailed annual review reports. Using the best in-class technology, our solution can:

  1. Compile and analyse client data from various sources, e.g. MP3/4, PDF, Word Doc.

  2. Generate comprehensive, personalised reports in minutes

  3. Maintain consistency and accuracy across all client communications

Save time without sacrificing quality

With AdvisoryAI’s automated annual review report templates, you can now:

  • Reduce report creation time from 1.5 hours to just 5 minutes

  • Reallocate your time to high-value client interactions

  • Personalise reports to reflect your client’s unique needs

How It Works

To get started, log in to your account and select the 'Annual Review' template. Currently, we offer seamless integration with Outlook where our AdvisoryAI bot can record and transcribe your meetings, ensuring a smooth data flow. For users with different setups, our system allows you to manually upload or drag-and-drop recordings, meeting notes, and other client data. Rest assured, we are continuously working to expand our integration capabilities.

Our AI processes all the information and generates a clear, concise, and personalised report, which you can review and adjust as needed.  With more use and over time, the AI learns from the adjustments you make to emulate your writing style as well. 

Advisors using our platform have already seen incredible time savings and improved client satisfaction. Here's what one advisor had to say: "AdvisoryAI has transformed how I manage my annual reviews, saving me an hour every time I write an annual review letter!"

Ready to Transform Your Practice?

On AdvisoryAI, automating Meeting Notes, Provider Information Summary, Suitability Letters and Annual Review Reports is quick and easy. On average our Advisors see at least 40 hours saved every month. 

Experience the difference yourself. Sign up for a free trial today and see how AdvisoryAI can streamline your annual review process and enhance your client relationships.

AI productivity co-pilot for financial advisors

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© 2024 AdvisoryAI

AI productivity co-pilot for financial advisors

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© 2024 AdvisoryAI