Q: Our Plans

<p>We offer two flexible plans to suit your needs: our <strong>Unlimited Plan</strong> and our <strong>Pay as you go Plan</strong>. Choose the option that best fits your team's requirements and budget.</p> <p>Please note: All prices listed are in Australian Dollars (AUD) and are exclusive of GST.</p> <h2 id="unlimitedplanpricing">Unlimited Plan Pricing</h2> <h3 id="monthlypricing">Monthly Pricing</h3> <h4 id="adviserrolelicences">Adviser Role Licences</h4> <p>| Number of Licences | Price per Licence per Month | | ---- | | 0-4 | $139.00 | | 5-9 | $125.10 | | 10+ | Contact Us |</p> <h4 id="assistantrolelicences">Assistant Role Licences</h4> <p>Assistants can handle all aspects of the meeting lifecycle except recording. They can schedule Adviser meetings and tackle the time-consuming admin tasks that pile up afterwards, like saving file notes.</p> <p>| Number of Licences | Price per Licence per Month | | ---- | | 0-4 | $39.00 | | 5-9 | $35.10 | | 10+ | Contact Us |</p> <h3 id="annualpricing20discount">Annual Pricing (20% discount)</h3> <h4 id="adviserrolelicences-1">Adviser Role Licences</h4> <p>| Number of Licences | Price per Licence per Year | Monthly Equivalent | | ---- | | 0-4 | $1,334.40 | $111.20 | | 5-9 | $1,200.96 | $100.08 | | 10+ | Contact Us | |</p> <h4 id="assistantrolelicences-1">Assistant Role Licences</h4> <p>| Number of Licences | Price per Licence per Year | Monthly Equivalent | | ---- | | 0-4 | $374.40 | $31.20 | | 5-9 | $336.96 | $28.08 | | 10+ | Contact Us | |</p> <h2 id="payasyougoplan">Pay as you go Plan</h2> <p>| Base Price | Included File Notes | Additional File Notes | | ---- | | $50 /month | 4 per month | $10 each |</p>

Question 1

Import Meeting Recordings from Teams, Zoom and Other Platforms in Claras

Accepted Answer

Recording meeting transcripts is essential for effective documentation and streamlined workflows, especially when using AI tools like Claras. This guide will walk you through how to enable and export recordings or transcripts in popular video conferencing tools.

Claras relies on high-quality meeting recordings to generate accurate and comprehensive file notes. By providing Claras with raw transcripts, you ensure the best possible output for your client documentation. Read our best practice recording tips here.

Enabling and Exporting Recordings

Microsoft Teams

Start a Meeting

Open Microsoft Teams and start your meeting

Start Recording

Click on the three dots (More options) in the meeting controls
Select "Start recording"
Your recording and transcription will start
Your recording will stop when you end the meeting

Start the recording

Import the recording to Claras

In Claras, click into a meeting from the Schedule page.
Click Upload Recording and click the Microsoft Teams tab - you'll see your 10 most recent meetings listed
View this article for detailed instructions.

|| Pro Tips: || As a timesaver, set Teams up to have transcripts enabled for all meetings - Clar

Question 2

Our Plans

Accepted Answer

We offer two flexible plans to suit your needs: our Unlimited Plan and our Pay as you go Plan. Choose the option that best fits your team's requirements and budget.

Please note: All prices listed are in Australian Dollars (AUD) and are exclusive of GST.

Unlimited Plan Pricing

Monthly Pricing

Adviser Role Licences

| Number of Licences | Price per Licence per Month | | ---- | | 0-4 | $139.00 | | 5-9 | $125.10 | | 10+ | Contact Us |

Assistant Role Licences

Assistants can handle all aspects of the meeting lifecycle except recording. They can schedule Adviser meetings and tackle the time-consuming admin tasks that pile up afterwards, like saving file notes.

| Number of Licences | Price per Licence per Month | | ---- | | 0-4 | $39.00 | | 5-9 | $35.10 | | 10+ | Contact Us |

Annual Pricing (20% discount)

Adviser Role Licences

| Number of Licences | Price per Licence per Year | Monthly Equivalent | | ---- | | 0-4 | $1,334.40 | $111.20 | | 5-9 | $1,200.96 | $100.08 | | 10+ | Contact Us | |

Assistant Role Licences

| Number of Licences | Price per Licence per Year | Monthly Equivalent | | ---- | | 0-4 | $374.40 | $31.20 | | 5-9 | $336.96 | $28.08 | | 10+ | Contact Us | |

Pay as you go Plan

| Base Price | Included File Notes | Additional File Notes | | ---- | | $50 /month | 4 per month | $10 each |

Question 3

File Note Templates for Control and Consistency

Accepted Answer

Claras.ai offers editable templates to streamline your file note creation, ensuring consistency and alignment with your practice’s workflow. Here’s how to create, edit, and utilise custom templates effectively.

Benefits of Using Templates

Support practice workflow: Adapt templates to your advice model, ensuring key information is consistently documented.
Improve consistency: Standardise your notes and meeting agendas to effortlessly implement practice standards.
Shared standards: Your team benefits from consistent, repeatable, high quality file notes.
Improve client communication: Utilise the email editor to craft clear, consistent, and action-oriented client emails.

Watch the video here: https://www.loom.com/share/610cc0f6269b40248da28f77fb9c38fa?sid=7211f02c-e039-4db8-abe7-81fcfa7483d1

Getting Started

Access the template library: Log into your Claras account and click the ‘Templates’ icon in the left-hand navigation bar.
Choose a template: Select a base templates to edit or duplicate.
Editing a template: Click on any section to modify content according to your standards. Add required content for compliance, customise the email to include specific points or disclaimers, and update the agenda to guide your meetings.
**Save and appl

Question 4

Our Commitment to Data Security and Privacy

Accepted Answer

At Claras, we prioritise the security and privacy of your client data and practice information. Our commitment to robust cybersecurity practices ensures a secure and reliable platform that supports your practice and licensee standards. This document outlines our comprehensive security measures and data privacy protocols.

|| Need a summary to send to your licensee? Request our Security and Privacy Information Sheet.

Trust Centre

Visit trust.claras.ai for live, transparent updates to our security status.

Cybersecurity Practices

Infrastructure Security

Cloud Infrastructure: We leverage industry-leading cloud services, benefiting from their world-class security measures.
Network Security: Our systems are protected by enterprise-grade firewalls and intrusion detection systems to prevent unauthorised access.
Multi-Factor Authentication (MFA): Mandatory MFA (also known as 2FA) for all user accounts, internal systems access, and service provider accounts.
Regular Security Audits: We conduct frequent internal security reviews to identify and address potential vulnerabilities.

Data Protection

Encryption:
All data is encrypted at rest using industry-standard encryption.
Data in transit is protected using secure protocols.
Sensitive information (e.g., access tokens, API keys) undergoes additional application-level encryption before database storage.
Access Controls: Strict role-based acc

Question 5

How to use AI to streamline your financial practice workflow

Accepted Answer

Financial planners are experiencing a surge in demand. Clients are increasingly seeking expert guidance in navigating complex financial decisions. However, this growth presents a challenge for advisers: how to efficiently manage your workload while delivering exceptional client service.

AI is a game-changer, offering financial advisers a powerful toolkit to address this challenge. This video shows how AI can empower you to thrive in this high-demand environment.

${youtube}How AI can streamline your financial advice practice

Boost efficiency when demand is high: AI automates time-consuming tasks like file note generation and data analysis, freeing you to dedicate more time to new clients and complex financial planning needs.
Prioritise client relationships: By handling administrative burdens, AI allows you to focus on building strong client relationships, fostering trust, and providing personalised financial advice.
Data-driven decisions: AI can analyse vast amounts of data to identify trends and opportunities, leading to more efficient portfolio management and risk assessment in an ever-changing market landscape.
Unlock valuable insights: AI algorithms can provide valuable insights into market data, research and client behaviour, allowing you to make informed decisions and tailor financial strategies to individual needs in a dynamic environment.

Beyond Claras: The Rise of AI in Financial Planning

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Question 6

Checklist: Choosing an AI File Note Platform or Tool

Accepted Answer

When selecting an AI file note platform for your financial advice practice, it's crucial to ensure that the solution meets your needs for security, efficiency, and compliance. This guide provides a detailed checklist to help you evaluate potential platforms.

Why Use This Checklist?

It's designed to help you:

Assess the security and privacy features of AI file note platforms
Ensure compliance with Australian regulations
Evaluate the versatility and customisation options
Consider the innovation and user-friendliness of the platform

| Want to keep this checklist handy? Download the PDF version here.

The Checklist

1. Secure & Private

Anonymises PII (personally identifiable information)
Redacts sensitive client information before AI processing
Supports your licensee's security policies (e.g., MFA login)

2. Advice Specific

Alerts for missed elements
Prompts for licensee-specific requirements
Flags potential risks not addressed in the meeting

3. Australian-Based

Australian company with local support
Data stored within Australia
Complies with Australian Privacy Principles

4. Versatile

Works for all meeting types (in-person, phone, video calls)
Standardises file notes across multiple advisers
Integrates with common recording tools like Teams or Zoom

5. Customisable

Flexible file note temp

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