Suitably
Your next-generation Suitability Report writing software
Leverage the power of artificial intelligence and automation to create suitability and annual review reports in minutes, freeing you to spend time on what truly matters: Your Clients.
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FEATURES
Suitability Repots and Annual Review Letters
On the Suitably platform, you can build or upload your own report templates. Integrate with your CRM or upload your fact finds, meeting notes/recordings and other supporting documents, and watch as your AI assistant creates client friendly reports in minutes. As you feedback and amend draft reports, your AI will learn about your writing style and business needs at an astonishing pace.
Data Protection
Our custom-built data encryption ensures that none of your clients or firms personal data interacts with any third-party Learning Language Model (LLM), giving you piece of mind that your clients data is protected.
White Label Solutions
For Networks: Suitably’s white label solution can enable you to boost your adviser’s productivity, retain central control of the Suitability Report writing process and provide a new revenue stream. We can build a custom integration with your CRM and other tech, and enable you to build your own templates trained on your networks best practices and guidance.
For Compliance Providers: Suitably’s white label solution enables you to build your own templates and train an AI on your best practices, helping to add value to your proposition and providing a potential new revenue stream
For CRMs and technology providers: Suitably can build a deep integration with your proprietary technology and our AI can analyse data from within your existing solution, allowing your user base to create reports without having to replicate or rekey a thing, or even leave your system.
Book a call with our team to discuss white labelling solutions
Automated annual review meeting scheduling and report delivery
Suitably seamlessly integrates with your outlook diary and gives you a scheduling assistant that automatically liaises with your clients via text message, email and business whatsapp to ensure that all your review meetings are booked in on time.
After the review meeting, the advisor or member of staff responsible for the letter will receive helpful reminders to upload the required information, and you’ll be able to send the completed report directly to your client via secure messaging.
Coming soon
Management Information and Analytics
With ambulance chasers circling, it has never been more important for business owners and senior managers to have a robust handle on their annual review process. Suitably provides a wealth of easily accessible management information on your review delivery and confirmation of ongoing suitability, aiding regulatory reporting and PI insurance renewals, and help you identify and deal with any risks within your business before they occur.