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What is EATT?
EATT 2025 Battle of the Tech Demo – AdvisoryAI
Synopsis:
Evie (Assistant for Financial Advisers):
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Helps with transcriptions and meeting notes.
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Can integrate with Outlook or upload recordings.
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Customisable to the firm’s format, structure, and tone of voice.
Emma (Assistant for Paraplanners):
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Automates the creation of suitability letters and annual review letters in 5 minutes.
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Reads and analyses documents like seeding scheme information, illustrations, and fact finds.
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Generates a detailed suitability letter, including cost comparison and performance analysis.
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Includes a compliance checker that cross-references the FCA handbook and consumer duty guidelines.
In their own words:
- Emma and Evie can write fully compliant suitability or annual review reports in just 5 minutes.
- The reports are generated in a firm’s bespoke templates retaining the uniqueness and advice style of a firm.
- You can double client capacity by completing the work of 10 support staff in just 1 day at 10% of the cost.
Company Info
HQ: UK
Founded: 2023
Product Displayed: AdvisoryAI
Presenter: Alan Gurung
Our Analysis
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