In their own words:

• Assist saves 75% time (1.5 hours) per on-going advice meetings/annual advice
• Assist saves 50% time in new client meetings
• 90 min QA process reduced to 15 mins”

Synopsis:

• AI-Powered Meeting Transcription and Analysis: Automatically transcribes meetings, generates summaries, and extracts key information for tasks like email creation and suitability report content.
• Pre-Execution File Check: Scrutinises all case documentation for accuracy, consistency, and potential compliance issues, providing an extra layer of assurance before execution.
• Automated Compliance Assessment: Utilises AI to assess cases against quality assurance metrics and consumer duty standards, prioritising cases for human review based on risk.
• Training and Competency Evaluation: Employs AI to analyse adviser calls, identifying potential training needs based on patterns and language usage.

CLICK PLAY ON THEIR DEMO BELOW