Watch the latest webinar recording here. The recording demonstrates the capabilities of FileNote.AI, pricing and also answers questions from the CPAL network.
FileNote.AI, powered by BLV Solutions, offers a suite of AI-driven solutions tailored for financial advisors to enhance productivity and ensure compliance. Centrepoint Alliance has partnered with FileNote.AI and is our preferred AI file note solution. For full details, please click here.
Automated Documentation: FileNote.AI revolutionises the way financial advisers create file notes and client summaries. By automatically generating detailed file notes, client summary emails, and full transcripts, it significantly reduces the time spent on documentation. The platform supports various meeting types, including discovery, review, and Statement of Advice (SOA) presentations, and allows customisation of templates to suit specific needs. It integrates seamlessly with Teams, Zoom, and in-person meetings, ensuring a smooth workflow for advisers.
Efficiency and Scalability: The platform’s ability to free up human resources for high-value tasks enhances efficiency and scalability for wealth management firms. With FileNote.AI, advisers can save an average of 2.3 days per month, equating to an additional 28 days per advisor per year. This saved time can be redirected toward client engagement and business growth. The consistent and accurate output provided by FileNote.AI eliminates process variations, ensuring a reliable and scalable solution for firms of all sizes.
FileNote.AI’s offerings are designed to unlock productivity, consistency, and compliance for financial advisors, providing a competitive edge in the wealth management industry.
