Paradino AI
AI File Note And Virtual Assistant
Description
Paradino is an AI-driven platform tailored for financial advisers, designed to streamline the documentation process and enhance client interactions. This is done via automating file notes and meeting summaries with a templated approach, allowing full customisability of output for the adviser. Athena, your own virtual assistant inside of Paradino, leverages client data to generate documentation, prepare for meetings, and identify missing or incomplete information, optimising the advice process. Athena combines the power of AI with the precision needed in financial advice, making it a critical tool for modern advisers aiming to improve efficiency and maintain high-quality service standards.
Key Features of Paradino:
Custom Meeting Notes Templates: Advisers can utilise existing templates or upload and customise their own, ensuring that meeting summaries align precisely with their firm's standards and requirements.
Unlimited Recording and Uploads: Paradino supports recording meetings directly through the platform or uploading recordings from any source, providing flexibility in capturing client interactions. There are no limits to how many file notes or summaries you can generate and you can upload as many custom templates as you wish.
In-Platform Editing: Users can swiftly edit summaries within the platform and generate client-ready email summaries with a single click, facilitating prompt and accurate client communication.
Athena – Virtual Assistant: Paradino's virtual assistant, Athena, leverages client data to generate documentation, prepare for meetings, and identify missing or incomplete information, optimising the advice process.
Data Security:
Paradino prioritises data security by encrypting all data and storing it within secure cloud environments that have SOC2 and ISO27001 compliance. Enterprise-grade AI models operate within this environment, ensuring that client data remains private and is not used for training purposes.
Pricing:
Starter Plan: Priced at $149 per user per month, this plan includes unlimited meetings, custom templates with AI prompting, in-platform recording and editing, email summaries, and access to Athena.
Annual Plan: At $119 per user per month (billed annually), this option offers a 20% discount while providing the same features as the Starter Plan.
About the Founders:
Alex Gassner and Josh Ratnarajah, both former financial advisers in Australia, co-founded Paradino to enhance and automate the transfer of information from advisers to support staff, thereby connecting teams more effectively. Our combined experience in financial planning and technology has been instrumental in developing a solution that addresses the specific challenges faced by financial advisers.
For more information or to start a 14-day free trial, visit Paradino's website, pick a plan and sign up.
Tag
Video
Q and A
Which segments of the industry do you serve?
Risk Specialists, Holistic Advisers, Investment Advisers
What sets your products or services apart from competitors in terms of value and unique features?
Unlimited Recording and Uploads, Customisable Templates, In-Platform Editing and Regeneration, Athena – AI-Powered Virtual Assistant, Previous Financial Advisers Building The Platform.
Can you highlight any key benefits or advantages that Risk Advisers or support staff can expect when working with your company?
Time Efficiency, Improved Compliance, Enhanced Accuracy and Consistency, Flexibility and Scalability.
For risk advisers specifically:
Templates can include sections on life, income protection, TPD, and trauma insurance, ensuring all facets of risk advice are addressed.
Athena helps assess client risk profiles and prepares tailored recommendations that align with client goals and needs.
Can you share any success stories or testimonials from Risk Advisers who have used your service?
Luke Watson, Director at Ultimum Financial Services, shares:
“Since implementing AI file noting through Paradino, we have saved a significant amount of time per client. This allows us to focus on areas of the advice journey that add more value to each client. Our file notes have become more detailed and accurate through the automated summaries they provide, with the ability to easily download a meeting recording to compare if required. Paradino are adaptable; they listen and implement changes you request very quickly. Think outside the box with Paradino, and you have a tool that can be used in many ways that could provide additional efficiencies within your business.”
Kyle Vause, Director at Edwards Marshall Financial Solutions, comments:
“I’ve used a handful of AI file note tools, and hands down I’ve managed to get the best output using Paradino’s custom templates. I literally had one produced which was identical to what I would have written myself. I’m now using Paradino to not only write up my file notes but also to draft my engagements.”
What are the pricing options and packages available for Risk Advisers?
$149/month for all features on a monthly plan, 20% discount for annual payment.
Contact information
Contact Service Provider Form
filenote.ai
- https://www.filenote.ai
- Automate your client file notes
Claras.ai
- https://claras.ai/
- Fast-Track Your File Notes with Claras
LifeRisk Online
- https://www.liferiskonline.com.au/
- Making it easier to provide quality risk advice