Advice Navigator

Many advisers spend too much of their time on routine administrative tasks, diverting them from opportunities to engage with clients and find new business. In response, firms staff internal support teams to manage the day-to-day tasks, thereby adding costs to the process.

Advice Navigator is an AI tool built to give advisers a single source of query for all their key tasks and questions.

Benefits of Advice Navigator include:

• Boost adviser productivity: Simplifies advisers’ work by scanning multiple data sources to get responses and enable the next best action within seconds.

• Reduce errors: Updates client information directly in the CRM and across all systems from one place, preventing re-keying errors and time-consuming repetition.

• Enhance service quality: Empowers advisers to build trust and connection with clients by using AI to extract and provide guidance from existing data.

• Maximize resources: Staff smaller, more productive support teams focused on higher-value, revenue-generating activities.

Download the brochure to discover more.