Скачать или смотреть Automate Suitability Letters with Emma | AI for Financial Advisers & Paraplanners

Writing suitability letters doesn’t have to take hours.

In this demo, we’ll show you how AdvisoryAI’s Emma, AI-powered paraplanning software, can help automate the entire process from data review to Suitability letter writing.

Emma automatically:
✅ Reviews and analyses uploaded documents (Fact Find, performance data, meeting notes)
✅ Extracts key insights and recommendations
✅ Generates a bespoke suitability letter in your firm’s custom suitability letter template
✅ Learns from your edits to continuously improve suitability letters

Whether you’re preparing suitability reports for pensions, ISAs, or GIA portfolios, Emma reduces manual effort and helps your paraplanning team focus on higher-value tasks.

Watch how AdvisoryAI transforms report writing for financial advisers and saves hours per client.

🔗 What You’ll Learn
• How to automate suitability letter creation
• Review client data using Emma’s Snapshot
• Generate personalised reports using AI
• Integrate Emma into your financial planning workflow
• Save time and improve report accuracy

Timestamps:
00:00 – Introduction: Automating Suitability Letters
00:45 – Creating a Report & Choosing Templates
01:09 – Uploading Client Documents for Analysis
01:47 – Reviewing Data in Emma’s Snapshot
02:19 – Editing Recommendations & Approving Sections
03:27 – Generating & Reviewing the Final Report

👉 Explore more about AdvisoryAI: https://bit.ly/4nI8HNp
Watch more videos on AI for financial advisers:    / @advisoryaiteam  
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