Claras.ai
**Compliant File Notes in 2 Mins, Not 20**
Claras AI automates time-consuming file notes, freeing you to focus on your clients.
Generate high-quality, compliant, Xplan-ready filenotes and draft client-ready emails in minutes.
Reclaim valuable time to enhance client experiences and grow your practice.
Key Contact: Stuart Riddle, Director, 0402 578 570, email: stuart@knkt.com.au
Head to https://claras.ai/ for more, as well as the extra commentary below.
Video
Contact information
Q and A
What sets your products or services apart from competitors in terms of value and unique features
Claras has two key benefits:
1. It’s wrapped in best-in-class privacy standards. PII redaction keeps your client’s data private, ensuring conversations stay confidential.
2. Flexible file note templates so you can adjust the output to suit your workflow and requirements.
Can you highlight any key benefits or advantages that Risk Advisers or support staff can expect when working with your company?
We’re local, highly responsive and open to your feedback to make Claras even better.
Do you have any specific resources, such as guides, articles, demos or tools, that you would like to provide to Risk Advisers or support staff?
Yes, updates are published on our YouTube channel.
Can you share any success stories or testimonials from Risk Advisers who have used your service?
“Claras has been a game-changer! It’s given my team of advisers over 20 extra hours per week to focus on clients.”
Martin McGrath, Financial Edge Group
FAAA Adviser of the Year
What are the pricing options and packages available for Risk Advisers?
Monthly subscriptions from $139 ex GST, with volume discounts for larger practices.
Head to https://claras.ai/ for more
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Automate your client file notes
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