Consultation Protocol Assistant

Case Study

Traditional Workflow:

In a traditional setup, the relationship manager manually compiles a consultation report by documenting the client's financial situation, investment objectives, and risk tolerance. They detail the advice given, including the products recommended and their potential risks. The client’s decisions and the rationale behind these choices are recorded.

Workflow with Unique FinanceGPT:

Using Unique FinanceGPT, the employee inputs the client’s financial details and goals or simply connects meeting recordings (audio files). The assistant generates a compliant consultation report, outlining tailored advice and recommended products with their associated risks. It documents the client's decisions and the reasoning behind them. Reports are linked to the client information system automatically.

Impact:

The Consultation Protocol Assistant enhances efficiency and accuracy in consultation protocol generation and saves up to 2 hours per case.

Pricing

To find out more about pricing, reach out to us: