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We’re currently exploring how AI can work alongside our software to help users get more value from the information already held within their client files.
The short video below gives an early look at some of the work underway.
Using an example financial advice client file, we demonstrate how Watermark AI could help users interrogate documents, find and summarise information, identify key facts across multiple records and answer questions about a client — without having to manually work through the file document by document.
Watermark AI is still in development. The functionality shown here is intended to give our clients and prospective clients an insight into the direction we’re taking and the types of practical problems we're looking to solve.
Our focus isn't simply on adding AI for the sake of it. We want to understand where it can genuinely save time, make information easier to access and help people work more effectively with the documents they already manage in their software.
There’s plenty more to come, and we'll be sharing further developments as the project progresses.
Watermark AI - Five Powerful Use Cases for IFA Businesses
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We’d particularly like to hear from clients about the repetitive, document-heavy tasks that take up time in their businesses today.
If you can think of something and find yourself saying “could AI do this for me?”, we’d like to hear about it.
Complete the form below and we'll be in touch...
