We’re excited to announce we have a new partnership between ourselves, ACM Solutions Ltd (who provide the AdvicePro management system) and Wyser Ventures Ltd.
Wyser offer a range of AI products that have been proven to support frontline advisers with client note-taking and developing options for client’s next steps; helping to free-up advisers so they can spend more time with their clients.
A key part of this ground-breaking partnership will be, over time, to add two of Wyser’s tried and tested AI products – ASSIST and INFORM– as upgrades to AdvicePro. This will enable AdviceUK members to build AI into their service delivery using these products tailor-made for advice services.
One organisation that Wyser is already delivering consultancy support to using ASSIST is Citizens Advice Scotland. David Hifferty, their Director of Impact, has been working with Wyser for the last 18 months to develop the ASSIST product to help their advisers’ save time so they maximise the time they spend with clients:
“How we support people in ever more urgent and complex circumstances when services are already stretched to breaking point is one of the prevailing challenges for us. This type of approach is potentially transformational for getting life-changing advice to the people who need it most.”
WyserASSIST streamlines case management by automatically transcribing audio recordings of advisor-client phone calls or face to face meetings; it generates correct downloadable transcripts, and creates concise summaries in a range of styles, tailored for easy integration into CRM systems. By cutting the need for manual notetaking during and after calls, this tool frees advisers from administrative tasks, allowing them to focus on client interaction. Advisers stay in full control of what information is recorded in the CRM, boosting efficiency, and ensuring more time is spent on delivering a quality service.
AdviceUK will keep members up to date on the progress of this exciting partnership and, as part of its launch, will provide members with guidance and support on how to utilise AI in your service.
If you are interested in knowing more, please subscribe below:
For full details including quotes from AdviceUK CEO, Liz Bayram and ACM Solutions Managing Director, Ali McLaren, please download our press release:
