Have you recently come across an AI tool that promises to save you time, money, and improve your work life? The answer is likely yes. It can be overwhelming to decide which tool is the best fit for you and your business, especially with AI still being new to many of us.

That’s why we’ve created a brand-new webinar series to shine the spotlight on the latest emerging AI tools for advisory firms. We’ll help you gain a clear and comprehensive understanding of the technologies that could transform your practice.

Each one-hour session is structured to provide you with valuable insights into the tools and technologies that can enhance your practice, including a live system demo and Q&A session with our CEO, Cathi Harrison.

This webinar series aims to not only help you navigate the current landscape of financial advice but also give you the practical knowledge of AI tools available today - and those that will shape the future of the industry.

ABOUT THE BUSINESS:

‍ReLoA is a solution designed to streamline the Letters of Authority (LOA) process for UK pension advisers. It leverages Artificial Intelligence (AI) to automate the extraction of crucial information from pension transfer documents (and not only), enabling advisers to save significant time and improve accuracy.

The adviser dashboard provides a central hub for managing the LOA process. Advisers can:

• Upload client documents.
• Select the appropriate checklists.
• Initiate information extraction.
• Review extracted information and explanations.
• Edit answers and train the model (human-in-the-the-loop).
• Download completed checklists with audit trails.