LIFT-Financial Group doubles its clients with Meeting Notes automation

24 July 2024 Shashank Gupta

LIFT-Financial Group is a leading financial advisory in the UK and is adept at providing advice on financial planning, insurance, mortgages & employee benefits. 

During their rampant growth phase, the company had to restrict the number of clients that each adviser onboarded due to the high administrative load involved in delivering quality advice. AdvisoryAI stepped in to provide relief to all advisers from the administrative work involved in creating meeting notes. 

To learn more about how LIFT-Financial Group's advisers benefitted from AdvisoryAI's meeting notes automation, download the case study now!

Download the full case study now!

 

 
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