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Financial Planning Data Gathering demo

Reads client statements and policies into planning software for advisors and paraplanners 1:32

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What the demo shows

Reads client statements and policies into planning software for advisors and paraplanners

Seven agents classify every document a household sends, extract each balance and term with a citation to its page, merge the same account seen on several documents, flag statements older than 90 days, convert foreign-currency balances at a dated rate and map every line to the planning software. They draft a short checklist asking the client only for what is missing. A paraplanner reviews every line in conversation with the agents and signs; a financial planner approves; only then are the plan inputs pushed in one step and read back.

Transcript

  1. Financial Planning Data Gathering Reads, Client Statements, and Policies into planning software for paraplanners A quarter of advisors would most like to
  2. remove paperwork. The Nutrajuns sent 23 documents.
  3. Agents sort them and fill the balance sheet.
  4. 41 mentions become 17 accounts.
  5. The college plans stay apart.
  6. The whole life cash value comes from page 3.
  7. A French contract is shown beside the page 3.
  8. the English. Two statements are stale.
  9. A held-away 401k of $512,000 is captured.
  10. Agents ask the client only for what is missing.
  11. Lena settles the four lines that need her, each with a reason.
  12. She signs and Marcus approves.
  13. A reviewer never approves her own work.
  14. The inputs are pushed and read back, every value cited, every decision logged with a reason.
  15. The target, plan inputs in five days, not 16, with two par planner hours.
  16. Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.