If you're a financial adviser gearing up for 2024, it's crucial to get on board with AI; it'll streamline your paperwork and supercharge your research like nothing else.
With AI, one can enhance client communications, automate the production of detailed file notes, and crucially, summarize essential information from various documents and websites. AI sharpens the edge of your work, ensuring documents hit the mark with accuracy and keeping compliance squarely in check. Advisers, through AI integration, can better focus on strategic planning and client relationship development, leading to a practice that is both more efficient and more effective.
Curious to hear, what other tools or strategies are advisers finding beneficial?
- primrose.foster2 years ago
Advisely Team
Thanks roccomusumeciAI continues to be a hot topic and I really enjoyed reading your thoughts on the potential efficiency gains for advice practices and in improving the client experience! Look forward to hearing what other advisers have to say too.
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
Review Dates/Frequency - assigning in bulk?
Hi there! I hope this is ok to post here! We are looking at automating our review process further and wanted to know if there is a way to bulk add review dates & frequency to selected clients in th...fiona.matthews.03 days agoNetwork Navigator44Views2likes2Comments🤓Xplan Hint: What’s that? There’s predictive search functionality in advanced searches now?
Did you know we just made it easier for you to find the field you are looking for in the search criteria field list? Predictive search is an advanced search functionality that uses smart algorithms t...courtney.youngblutt7 days agoXplan Expert34Views1like1Comment🤩 Health Premium Loadings modelling in Xplan made easier
As part of our commitment to making Xplan more cohesive, we're enhancing the modelling of insurance policies that include health premium loadings. ⚙️ What did we hear from you? While Client Focus...jamie.ramsay7 days agoXplan Product81Views2likes1Comment🎉 The Xplan Workflow Starter Kit is here + upcoming webinar 🎉
Are you ready to supercharge your efficiency in Xplan? We've introduced the new Workflow Starter Kit, designed to help you build and maximise your Xplan workflows with ease! We know that workf...courtney.youngblutt9 days agoXplan Expert69Views3likes1Comment