Checklist: Choosing an AI File Note Platform or Tool
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.
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.
Anonymises PII (personally identifiable information)
Redacts sensitive client information before AI processing
Supports your licensee's security policies (e.g., MFA login)
Alerts for missed elements
Prompts for licensee-specific requirements
Flags potential risks not addressed in the meeting
Australian company with local support
Data stored within Australia
Complies with Australian Privacy Principles
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
Flexible file note templates to suit your advice workflow
Captures action items from meetings
Generate and modify client summary emails
Regular updates and new feature releases
Platform is powerful but simple to use
Develops tools for improved client engagement
At Claras, we've designed our AI file note platform with these factors in mind. Our solution ticks all the boxes, providing you with a secure, efficient tool for creating detailed file notes in just 2 minutes.
If you're too busy for checklists and want to experience a platform that meets all these criteria, we invite you to trial Claras. Start your free trial today
If you have any questions about how Claras meets the criteria or want to learn more, don't hesitate to reach out to our support team. We're here to help you find the best AI file note solution for your practice.
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 templates to suit your advice workflow
Captures action items from meetings
Generate and modify client summary emails
6. Innovative
Regular updates and new feature releases
Platform is powerful but simple to use
Develops tools for improved client engagement
How Claras Measures Up
At Claras, we've designed our AI file note platform with these factors in mind. Our solution ticks all the boxes, providing you with a secure, efficient tool for creating detailed file notes in just 2 minutes.
If you're too busy for checklists and want to experience a platform that meets all these criteria, we invite you to trial Claras. Start your free trial today
Need More Information?
If you have any questions about how Claras meets the criteria or want to learn more, don't hesitate to reach out to our support team. We're here to help you find the best AI file note solution for your practice.
Updated on: 19/07/2024
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