Tamara.Morey's avatar
Tamara.Morey
Icon for Advisely Partner rankAdvisely Partner
2 years ago

Let's talk file notes.

Completing file notes is never high on an adviser's 'like-to-do list'.  They're a time-consuming task, often taking the better part of an hour each time.  BUT - they are a necessary evil.   I'd lov...
fenella.smith's avatar
fenella.smith
Valued Supporter
2 months ago

Thanks so much for taking the time to reply, Luke.  We have now migrated to using Filenote.ai and find it really useful. However, I have also been looking at Claras (have a trial of it currently running) and love the idea that we can prep our advice team using any or all past documentation and having Claras prepare a summary for the Adviser before they meet with the client.  I also like the idea of Claras being able to run its AI over an SOA and prepare an implementation summary for the team.  We will definitely be looking into it further.  Thanks for your input.

luke.watson3's avatar
luke.watson3
Icon for Advisely Contributor rankAdvisely Contributor
2 months ago

The SoA Request has been great for us. A few tweeks in the prompt to suit your business and its a game changer.

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