Let's talk file notes.

Interesting question courtney.youngblutt​ no firm data, but here are some of our savings, by category:

new client file note and TOE - was taking around 90mins, now 15-20 mins including 2nd adviser checking.

existing client file note and sending off "to do's" to various team members, was taking around 30-45min, now 5-10min if several moving parts.

checking reports & documents and compare against the last one - quarterly reports were 5-6mins per report, now 2mins, less quarterly reports are having to be checked by the advisers due to any errors being picked up at processing, providing summaries now takes <5mins per report.

summarising documents such as estate planning, SoA, etc in preparation for meetings, or to answer client questions, perhaps 15min to 30mins per doc, now <5min per document.

helping write emails, documents etc. depending on the document, can save hours.

client service - checking all data entered into forms is correct = priceless as it ensures correct data, saves re-work and client fixing issues made, run the prompt in <2min, then check the form data using an exported form from xplan, another 2-5mins, saving on advisers checking data.

The list is pretty endless, every week we are finding another use for copilot, we write a detailed prompt and then the whole team benefits from the time savings, all this means we can spend more time with clients, bring on more clients, or have more free time, all of the above are winners.