Finsource Partners saves 80% of their time reviewing LOA packs

For Finsource Partners, a UK paraplanning firm, creating Letter of Authorisation (LOA) pack summaries had become a bottleneck. Reviewing multiple packs daily, they spent 20-30 minutes per report manually extracting and verifying data, all while navigating inconsistent formats. It was time-consuming to analyse and find missing information within the LOA packs before coordinating with the providers again for sharing the missing data. 

Emma revolutionised this process through intelligent automation. By analysing and extracting critical data from various document types, Emma created structured summaries, reducing review time by 80%. This streamlined workflow not only enhanced accuracy but also enabled the firm to respond faster to providers, onboard more clients, and focus on higher-value tasks.

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