I have spoken to a few companies that offer this service on a rental agreement basis but i want a ai product of my own.
If i can explain when i see a client i will record the meeting plus i will complete a digital fact find and then obtain details of there existing pensions etc. I then work on the case and make a recommendation which again has a document.
I want to put all these documents in to an AI tool which holds a template and it completes the suitability letter for me. i know this can be done i just need a tool of my own that works.
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