Messy client files in. A structured advisor report out.
The AI reads every intake form, meeting note and benefits statement, reconciles the numbers that disagree, and surfaces the coverage gaps a planner would catch. Forty minutes of manual work, done in seconds. Press run.
Pages read
0
Gaps found
0
Conflicts resolved
0
Time saved
0 min
Source documents
client intake
pdf
KYC Client Intake Form
Wealthbridge · new client onboarding
Queued
docx
Advisor Meeting Notes
CRM export · follow-up call #2
Queued
pdf
Group Benefits Statement
Sun Life · plan #87432-G
Queued
txt
Auto & Home Policy Notes
Intact Insurance · file extract
Queued
Pipeline
per run
1
Extract
Pulls text from PDF, DOCX and TXT
2
Cross-reference
Links facts across every file
3
Reconcile
Resolves numbers that disagree
4
Report
Builds the structured summary
Identified gaps
advisor-grade findings
Urgent
Life insurance
Group life of $435k is well short of need
Stated goal needs $1.5M+ to cover mortgage and fund both kids
Urgent
Spouse coverage
Spouse carries zero life insurance
Single point of failure on the household income plan
High
Property
Home underinsured by $170k to $270k
Dwelling at $780k, replacement cost $950k to $1.05M
High
Estate
Wills predate the second child
No POA on file, RRSP beneficiary defaults to estate
Medium
Education
No RESP open for the younger child
Missing grant room against a $120k per-child target
Data conflicts resolved
Group RRSP balance
Intake says $285,000, benefits statement says $291,340. Resolved to the statement figure, dated more recently.
Conflicting figures are flagged and resolved. The rest is read and structured automatically.
The impact
Forty minutes of reading and reconciling, done in seconds.
Every intake form, meeting note and statement is read, cross-checked and turned into a structured advisor report, with the coverage gaps and conflicting figures surfaced for the planner.
Typical projectionFinancial advisory and planning · industry benchmark
Prep time per client file
42 min→90 sec
▲ Reading done in seconds
Coverage gaps surfaced
caught by hand→every file
▲ Nothing slips past
Files reviewed per advisor day
6→40+
▲ More clients served
Projection, not a guaranteed result. Typical estimated range for businesses in this sector based on typical volume. Individual results vary. Shown as system capability, not a specific client case.
