Introducing Emma: The ultimate advice assistant

Imagine cutting your suitability report writing time from many hours down to just a few minutes, while maintaining your firm's unique style. We're thrilled to introduce Emma, our latest AI model tailored for financial advisers and paraplanners. Emma is set to transform your workflow, particularly in the realm of suitability report creation.

Crafted with Your Input

Emma is the culmination of extensive research and invaluable feedback from financial advisers across the UK. We've listened attentively to your needs and challenges, and Emma is our response - an AI assistant that genuinely understands the nuances of financial advice documentation.

The Art of Customisation

Emma's standout feature is its remarkable adaptability. We recognise that each advisory firm has its own unique approach, and Emma is designed to seamlessly integrate with your existing processes. Here's what sets Emma apart:

1. Template Flexibility: Emma works harmoniously with your current templates, ensuring consistency in your client communications.

2. Trustworthy Precision: With an impressive 95% accuracy rate, Emma establishes a new standard for AI-assisted financial documentation.

3. Efficiency with Depth: Emma produces concise yet comprehensive reports, capturing all essential details - including those vital soft facts that truly matter to your clients.

Unparalleled Customisability

When you partner with AdvisoryAI, Emma adapts to your unique style. We use your existing suitability letter templates as a foundation. Emma learns your layout and generates content accordingly. You can then fine-tune the final draft within the AdvisoryAI platform before sharing with clients. Over time, Emma learns from your edits, aligning more closely with your recommendation style.

Our new document editor empowers you to:

• Incorporate your branding elements: colours, images, graphs, and charts.

• Create bespoke templates that mirror your current client communications.

• Eliminate the need for external design services.

• Maintain complete control over your document's appearance.

The result? Significant time savings and a seamless integration into your workflow.

95% Accuracy: Tested and Proven

We rigorously tested Emma's capabilities. We uploaded hundreds of diverse documents: meeting notes, fact finds, and provider summaries. We made sure that we trained Emma on a variety of content including different providers, and note-taking styles. Finally, we tested Emma's ability to extract and integrate relevant information into suitability reports.

The results that we received were impressive. Emma achieved 95% accuracy in generating suitability reports and 9 out of 10 times, Emma precisely identified and incorporated relevant content from various input documents. 

Compact Yet Comprehensive

Addressing the industry-wide challenge of information overload, Emma delivers concise yet thorough reports. It reduces suitability letter length by approximately 50% without sacrificing essential content and typically generates reports in under 10 pages. It also incorporates crucial soft facts that might be overlooked in manual report creation, making it the ultimate advice assistant. 

Our development process focused on key questions:

• How effectively does Emma extract and utilise soft facts from client meetings?

• Can it connect information from various stages of client interactions and provider documents?

• What's the optimal length for each section of a Suitability Letter?

• How can we balance important information with 'nice-to-have' details?

A New Era In Suitability Writing

Emma represents a leap forward in crafting suitability reports. It offers the same high-quality recommendations in a fraction of the time, combining customisability, precision, and conciseness.

By integrating Emma into your current processes, you can reduce administrative time, focus more on client relationships and stay ahead in the evolving financial advice landscape. 

Experience Emma for yourself by, 

1. Sharing your suitability letter templates with us

2. Requesting a personalised demonstration

3. Trying yourself Emma yourself for report writing

Curious about Emma's potential for your practice? Get in touch to explore the future of financial advice documentation.