Automated meeting preparation, compliance and documentation at Finansrådgiverne

An AI solution that prepares the meeting, runs the compliance checks and writes the documentation so the adviser's time goes to advising, not to paperwork.

Empty meeting room with a round table by the window

Challenge

Finansrådgiverne hold around 70 client meetings every day. Each meeting lasts 1-1.5 hours and is followed by 30-45 minutes of manual documentation. That means a large amount of time spent on administrative tasks and a risk of variation in both output and compliance. At the same time, there was a need to prepare the meetings more efficiently without compromising the quality of the advice.

Solution

Capacit implemented an AI solution that pulls the preparation together before the meeting and writes the documentation and minutes afterwards. The manual work drops, and preparation and follow-up come out at the same standard every time.

How AI adds value

Manual write-up is down by around 40 minutes per meeting. Across the day, that adds up to roughly 46.6 hours. Every day.

Documentation is consistent and better, and the hours that come back go to the advice itself and to a more personal conversation with the client.

The results

↓ ~40 min

Manual write-up per client meeting

~46.6

Hours saved – every day

~70

Daily client meetings supported by AI

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