luke.watson3
Advisely Contributor
Advisely ContributorAI File Note Summaries - Future Xplan Feature??
I've used a number of AI file note summary tools built by Australian businesses that have been great, extremely time efficient and accurate, the likes of Claras.ai & Paradino.
What is the likelihoo...
luke.watson3Advisely Contributor
Advisely ContributorHi Edward,
all of Clara’s.ai, Paradino and filenote.ai have a focus on high levels of privacy, removing personal details I.e. client names before processing and retaining information on shore. Happy to put you in touch with them to discuss it further if that helps. Only issues are cost, were you would expect to pay $150per month per adviser, but well worth the cost.
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