Artificial intelligence is everywhere you look, promising to revolutionise every corner of our lives – but there’s still a lot of confusion and concern about how, or even if, it can be used effectively in financial advice. Questions about data security, compliance, and practical application are front and centre for many advisers. So, what does “effective AI” actually look like?
One area gaining attention is the efficiency it can bring to file notes. We’ve all spent countless hours converting meeting conversations into clear, actionable notes, only to find that much of our valuable time is eaten up by documentation rather than direct client care.
That’s why, at the Risk Support Showcase, we’re excited to bring you practical insights into AI’s role in solving these challenges. We’ll introduce some powerful tools, including Claras.ai, and you’ll hear from Stuart Riddle on how this technology not only cuts down on admin time but also ensures your data is secure and compliant. It’s about bringing AI into your practice in ways that make a real difference, freeing you up to focus on clients without worry.
Below is a little more from Stuart in advance of his Showcase session …
Why This Session Matters – Courtesy of Claras.ai
Let’s be honest – advisers didn’t sign up to spend evenings buried in file notes. Yet, admin seems never-ending, while clients expect more personalised attention than ever. If you’re ready to reclaim your time, here’s what Claras.ai can do for you:
- Reduce Admin Time: Those 20-minute post-meeting sessions can now take just two. Imagine your evenings back in your own hands.
- Stay Present in Meetings: No more splitting focus. Capture notes naturally and stay engaged with your clients.
- AI That Works, Not That Needs Work: No endless training or setup. Claras.ai delivers accurate, compliant file notes, fast.
- Secure & Local: Your clients’ data stays protected, right here in Australia, with security standards that meet the highest requirements in finance.
What You’ll Take Away
Forget futuristic concepts. This session is about immediate, impactful improvements to your daily work. Whether you’re looking to scale your practice or simply close your laptop on time, you’ll leave ready to make AI work for you.
Because your clients deserve your best thinking, not your best note-taking.
Join me at the Risk Support Showcase to see Claras.ai in action. I look forward to showing you how this tool can transform your practice, keeping you focused on your clients while saving you time. –
Stuart Riddle, Claras.ai
Register Now
Don’t miss this opportunity to see AI in action and learn how to bring meaningful efficiency to your practice.
Visit the Risk Support Showcase Event Page for details and to register.
The Risk Hub Team