Transforming Post-Meeting Documentation & Annual Review Efficiency: Timothy James & Partners’ Journey

Timothy James & Partners were looking for a faster, more streamlined way to handle post-meeting documentation and manage their annual review process. From time-consuming documentation to waiting for meeting inputs and annual report generation, the team faced a persistent bottleneck that pulled focus away from client-centric work.

That’s when they integrated AdvisoryAI’s Emma and Evie into their workflow. By automating everything from post-meeting data documentation to the generation of annual reviews, they cut documentation time by 50%—spending no more than 30 minutes per meeting.

This helped them not only reclaim valuable time but improve productivity between advisers, paraplanners, and support staff—eliminating handover delays and enabling faster, more proactive client servicing.

Learn more about how AdvisoryAI helped Timothy James & Partners save time and boost operational efficiency.

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