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Watermark AI

The filing cabinet

with a brain.

AI that understands every document, every client and every workflow.
Become a Beta Tester

Your documents already contain the answers.

Watermark AI helps you find them.

Watermark AI brings artificial intelligence directly to the information already held in Papercloud — helping your team find, understand and use the knowledge contained within your documents.

Ask

Ask questions across the documents held within Papercloud.

Understand

Find, extract and summarise information without manually searching through file after file.

Act

Turn what Papercloud already knows into useful information that supports tasks, workflows and decisions.

See what we’re working on

Take a first look at Watermark AI in action, using an example IFA client file. This is an early demonstration of some of the capabilities we’re currently exploring.
Watermark AI is currently in development. The example shown is intended to provide an insight into the direction of the project.

What can Watermark AI do?

From finding information buried in client files to summarising documents and identifying what needs attention, Watermark AI helps turn stored information into useful, accessible knowledge.

Find

Find information buried across client files without knowing exactly where it was filed.

Summarise

Turn lengthy documents and client records into concise summaries of the information that matters.

Spot

Identify missing information, inconsistencies and items that may need attention.

What does that look like in practice?

USE CASE 1

Preparing for an annual review meeting

TODAY
Preparing for a review can mean spending 30–60 minutes working through documents, notes, emails and previous reports. Important history, decisions or outstanding actions can easily be overlooked.
WITH WATERMARK AI
Watermark AI analyses the client record before you begin, bringing together the information that matters — including changes since the last review, previous recommendations, outstanding actions, potential vulnerabilities and documents requiring attention.

You lead the meeting. Watermark AI does the preparation.

Time saved - from around an hour to minutes.

USE CASE 2

Drafting a Suitability Report

TODAY
Preparing a suitability report means manually reviewing historical documents and meeting notes, then copying information into templates and rewriting it into a compliant report.

It can take several hours.
WITH WATERMARK AI
Watermark AI analyses the client file, retrieves relevant history and previous advice, identifies changes in circumstances and produces a first draft using your preferred template.

Supporting documents are cited and missing information is highlighted for review.

You review, refine and approve.

Watermark AI gets you off the blank page.

Time saved - start with an 80–90% complete draft instead of a blank page.

USE CASE 3

Talk to the client file

TODAY
Finding a specific answer can mean searching across documents, notes, correspondence and reports — often without knowing exactly where the information was originally filed.

A simple question can turn into a lengthy search.
WITH WATERMARK AI
Ask the client file a question in plain English. Watermark AI searches the information held within the client record, identifies the relevant content and brings the answer back to you — without you having to know which document contains it.

Questions such as “Why did we recommend this investment?”, “When did the client last change their attitude to risk?” or “What income does the client currently receive?” become conversations with the file.

You ask the question. Watermark AI finds the evidence.

Time saved - answers in seconds instead of searching through the client file..

USE CASE 4

Identifying missing information

TODAY
Missing information is often discovered only when work is already underway — an outdated risk assessment, unsigned document, missing valuation or incomplete fact find.

That can interrupt the advice process, create extra client contact and delay the recommendation.
WITH WATERMARK AI
Watermark AI reviews the client file before work begins and identifies information that appears to be missing, outdated or incomplete.

It can highlight gaps such as missing fact finds, outdated risk assessments, unsigned documentation, missing valuations, outstanding client actions and other evidence that may need attention.

You decide what needs action. Watermark AI helps you spot the gaps.

Time saved - find missing information before it becomes a delay.

USE CASE 5

Preparing for client contact

TODAY
Before contacting a client, an adviser may need to piece together recent correspondence, outstanding actions, previous discussions and changes across the client record.

Even a quick call can require several minutes of preparation — or risk going in without the full picture.
WITH WATERMARK AI
Watermark AI brings together the recent activity and relevant history from across the client file, giving you a concise picture of what has happened, what remains outstanding and what may need discussing.

Instead of opening documents and reconstructing the story yourself, you begin with the context you need.

You have the conversation. Watermark AI gets you up to speed.

Time saved - arrive informed without manually rebuilding the client history.

HELP US SHAPE WATERMARK AI

Built around the way you actually work.

This isn't about testing AI for the sake of it.

We have a clear idea of what AI can bring to Papercloud. But the most useful ideas won't come from technology alone — they'll come from the people working with client files every day. We're looking for a small group of existing Watermark customers to help us test Watermark AI as it develops.

You'll get early access to new AI capabilities, try them against real-world ways of working and tell us what genuinely saves time, improves the client experience or makes information easier to use.

It's about identifying the repetitive, time-consuming parts of working with client information — and finding better ways to do them.

As a beta tester you'll help us;

  • Test new Watermark AI capabilities before wider release
  • Identify the use cases that deliver the greatest practical value
  • Tell us what works, what doesn't and what's missing
  • Influence where we take Watermark AI next.


    • Your experience.
    Our technology.
    A smarter client file.

    Interested in becoming a Beta Tester?

    • This field is for validation purposes and should be left unchanged.

    Help shape what comes next

    Watermark AI is being built around real client work — not hypothetical AI features.

    Tell us where time gets lost, what information is hardest to find and what you'd like your client file to do for you.

    If you are a business services, support company or reseller, whose customers are predominantly small to medium sized enterprises and heavily reliant on paper, then our products can help.

    You bring the experience.
    We'll bring the technology.

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    Get in touch

    If you don't like online forms, feel free to call us on +44 (0) 1274 926300  or email us at info@watermarktech.co.uk.

    Prefer to use your own AI?

    Watermark AI is only one way to unlock the information held in Papercloud.

    We're also developing ways for approved third-party AI tools and agents to securely access and interrogate your Papercloud documents — giving you the freedom to use the AI technology that best suits your business.

    Your documents. Your choice of AI.

    Third-party AI tools can securely access and interrogate documents held in Papercloud via Doc Engine, the Papercloud API.

    If you’d like to explore connecting your preferred AI technology to Papercloud, get in touch with us to discuss your requirements.

    Accreditations

    ISO 27001 certification highlighting information security management complianceISO 9001 certification document for quality management systems
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