Articles on: Tips for Advisers using AI

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.


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

Was this article helpful?

Share your feedback

Cancel

Thank you!