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What is AIFA?
AIFA 2024 Disturbance Demo – CodePan
In their own words:
- Re:LoA utilises AI models extensively trained and adapted for the financial advisory market, ensuring tailored performance and accuracy
- By saving 70% to 80% of the time spent on manual data extraction/analysis activities, Re:LoA significantly boosts productivity for financial advisors, administrators, and paraplanners
- Re:LoA features an intuitive application interface and seamless integration with existing workflows and systems, making it easy to adopt within financial advice practices
Synopsis:
- AI-powered solution for financial advice: Codepan’s LOA automates compliance checklist creation and document analysis to streamline the financial advice process.
- Time and cost savings: Reduces administrative burden, allowing advisors to focus on clients and potentially saving the pension transfer industry millions annually.
- Data privacy and security: Locally hosted AI model ensures sensitive client information remains protected.
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Our Analysis
Website
Company Info
HQ: Germany
Founded: 2014
Product Displayed: RE-LOA by CodePan
Presenter: Gary Abela, CEO & Co-founder & Arran Goodridge, Partnership Manager
![AIFA2024_BestInShow_600x200](https://www.advisersoftware.com/wp-content/uploads/2024/07/AIFA2024_BestInShow_600x200.jpg)