Evie: Automating Admin, Empowering Advisers

At a financial advisory firm, building strong client relationships, understanding their objectives, and crafting tailored strategies is a key to ensuring long-term engagement and client success. However, amidst this engaging work, advisers often find themselves overwhelmed by the inevitable administrative tasks, including transcribing meeting notes, creating summaries, and updating fact finds. 

In the world of financial advisory, time is precious. With increasing client demands and the need to provide personalised, high-quality service, administrative tasks often consume hours of valuable time. While advisers typically rely on assistants to handle these tasks, the process of coordinating, transcribing, and inputting data still slows down the workflow. Even with the best systems in place, there remains a delay between meetings and actionable data being ready—impacting the speed of follow-ups and the consistency of client reports.

With all the challenges around meeting notes and data management, financial advisory firms are looking for solutions that not only automate but also enhance these processes.

The Struggles of Traditional Meeting Note-Taking and After-Math of Meetings

Traditional note-taking and administrative updates within the financial advisory process are often hectic and time-consuming. Financial advisers or their assistants are tasked with transcribing meetings and updating CRM fields, but this is time-consuming and prone to iterations. Even though assistants play an integral role, the entire process can create bottlenecks that slow down the delivery of critical reports like suitability assessments or annual reviews.

When advisers are expected to juggle client meetings with administrative tasks, the workload can quickly become overwhelming, delaying essential client actions and affecting compliance and service standards.

The Growing Need for Efficiency in Financial Advisory

As financial advisory firms grow and manage more clients with increasingly complex portfolios, efficiency and speed become even more vital. Managing more clients isn’t just about providing advice; it’s about doing so quickly, accurately, and consistently. Time spent on administrative tasks like transcribing meeting notes, updating CRM systems, and creating reports eats into valuable client-facing hours.

This is where technology can make a real difference.

Meet Evie: Your New AI Assistant

In the search for efficiency, Evie emerges as a solution designed specifically for the financial advisory industry. More than just a tool for transcription, Evie streamlines entire workflows, automating key tasks and providing advisers with the freedom to focus on what truly matters: their clients.

Evie is a tool that integrates seamlessly into the day-to-day operations of your advisory practice. Here’s how it works:

1. Meeting Transcription: After a client meeting, Evie transcribes everything that was discussed, accurately capturing key points and decisions from the meeting recording.

2. Meeting Summaries: Evie creates a concise, well-organised summary of the meeting from the transcription, highlighting the main actions, follow-ups, and next steps.

3. CRM and Fact Find Updates: Analysing the summaries with just a click, Evie updates your CRM fields and fact-find documents, eliminating the need for manual data entry.

4. Email Summaries: After finishing the data update and summarisation, it automates an email summary that can be used for circulation. 

5. Workflow Integration: All the data from the meeting is ready for the next steps—whether it’s preparing a suitability report, annual review, or a follow-up with the paraplanner.

6. Adapts your communication style: Adapts to various dialects and financial communication styles to tailor the meeting outputs to your specific needs and preferences.

Evie streamlines your entire process from start to finish, ensuring that data is accurate, up-to-date, and ready for action at all times.

Evie is Not Just Another Note-Taking Tool

Many AI tools promise to save time, but they simply transcribe notes or offer a generic report. Evie goes further by enhancing the entire workflow. It doesn’t just record your meetings—it actively improves your efficiency by delivering structured, actionable data in real-time and automating the data found in relevant formats like CRM.

What sets Evie apart is its ability to adapt to your unique style, dialect, and needs. It doesn’t merely replace traditional tools; it complements them, helping you deliver better client outcomes faster, without the manual effort.

Connecting the Dots: How Evie Helps Paraplanners

Once Evie has transcribed the meeting and updated the CRM fields, the next phase of the workflow begins—working with paraplanners. Evie’s outputs provide paraplanners with all the information they need, to create detailed, client-specific reports, including suitability reports and annual reviews.

Instead of waiting for advisers to manually send meeting notes or update client information, paraplanners can access ready-to-use, up-to-date summaries and CRM data directly from the outputs created by Evie. This seamless data flow significantly streamlines the workflow, enabling paraplanners to generate high-quality reports more efficiently and helping advisers maintain timely communication with their clients.

Redefine Financial Advice with the Transformative Power of Evie

Evie offers significant advantages to both advisers and paraplanners, driving productivity and saving valuable time.

Key Benefits:

• Saves Time: Automates the transcription, note-taking, and CRM updating process, freeing up more time for client-focused work.

• Improves Accuracy: Minimises errors and ensures consistency across all client interactions.

• Increases Efficiency: Evie reduces the time spent on administrative tasks, enabling quicker report generation and client follow-up.

• Tailored to Your Needs: Evie learns your communication style and preferences over time, improving the quality of its outputs.

• Scalable: As your advisory practice grows, Evie grows with you, seamlessly integrating into your expanding workflow.

Time to Reimagine Your Advisory Meetings Workflow

Evie isn’t just about automating tasks—it’s about transforming the way financial advisers work. By streamlining the process of meeting transcription, and CRM updates, Evie helps advisers focus on what they do best: delivering expert financial advice. It’s a time-saving, productivity-boosting solution that reshapes how financial advisory practices operate.

Ready to Upgrade Your Financial Strategy with Evie?