FileNote.AI, powered by BLV Solutions, offers a suite of AI-driven solutions tailored for financial advisers to enhance productivity and ensure compliance.
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, integrates seamlessly with Teams and Zoom, and allows template customisation.
Efficiency and Scalability: The platform’s ability to free up human resources for high-value tasks enhances efficiency and scalability for wealth management firms. Advisers can save an average of 2.3 days per month (28 days annually), enabling focus on client engagement and growth.
Client and Adviser Benefits: FileNote.AI helps firms take on 10% more clients, improves file note accuracy, and aids risk management. Advisors receive outputs securely via email or SharePoint, maintaining strict data privacy standards.
