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

sorry if this has been mentioned already and I have missed.

There are some fantastic file noting tools currently available that are specific to Australian Financial planning. Two to note are Claras.ai (which we use) Paradino and filenote.ai. 

Claras has provided so much efficiency for our business that it has been oe of the biggest improvements we have had. We use Claras for meeting summaries, which are structured phenomenally well, with minimal changes required. We also use claras to also write the base of our SoA request. The SoA request allows you to upload the file notes, files i.e. fact find, other notes you may want to provide as a guide and any other documents you would like it to review that will assist you in writing the Request. Honestly, an absolute game changer for us and I would be happy to run you through how we use it in our business.

Alternatively you could spend the time writing a quality and detailed prompt for Microsoft copilot etc which would work reasonably well.

jenny.brown's avatar
jenny.brown
Icon for Advisely Board rankAdvisely Board
2 months ago

Agree Luke, since my comments last year, we have really ramped up Copilot with all the team using it extensively. We've written some really detailed prompts and saved them for the team to use. It's been a game changer for us, we are getting even more detail and personalisation than we used to. Plus getting file notes done, checked and sent to the clients and/or team within 15-20 mins. 
And file notes is only 1 thing copilot is doing - everyone loves the efficiencies it's bringing to their roles.

Welcome to the Advisely forums!

This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.

Here are some tips when posting in the forums:

  • Be respectful and courteous to fellow members
  • If a reply helped you, mark it as a solution so other users can find it easily
  • Take a moment to read through our Community Guidelines
  • For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
  • Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
  • Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
  • Introduce yourself and meet other members here!

We’re glad you’re here – see you around! 😁

Recent Discussions