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"What used to take 4-6 hours per report now takes less than an hour. 10 annual review reports and 8 VCT suitability reports in 30 days."
Louie Butlin,
LIFT Financial Group (now Brooks Macdonald)
"We have at least halved the time it takes an adviser to produce post meeting notes. Support teams access detailed meeting notes within minutes of the meeting ending."
Baris Furlonger,
Bluecoat Wealth Management
"I recently had 10 LOA pack summaries to do in one day. Normally just over 3 hours. With Advisory AI it took me less than an hour for all 10."
Sarah Watts,
Timothy James and Partners
"I recently had 10 LOA pack summaries to do in one day. Normally just over 3 hours. With Advisory AI it took me less than an hour for all 10."
Sarah Watts,
Timothy James and Partners
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