The confession / 01For UK financial advisers
I wasn't surethis would workfor a firmlike his.
Then we built him a private AI system. It reads the client's pension statements and provider packs, drafts the suitability letter, and puts the source page behind every figure. It runs on a machine in his office. Nothing leaves the building.
Free for 30 days, full product. No card. No sales call.
Suitability letter
Draft
Figure 4.2
£1,155,700
Pension statement
Page 4
Total assets
£1,155,700
Runs on your machine
25 hrs
a week back
10 to 30
cases a day
0
documents leave the building
