Claras.ai – Best practice advice workflows

Claras.ai is now a Centrepoint approved provider. Claras.ai uses AI to help you:

• Prepare for meetings and stay up to date with multiple clients
• Create file notes
• Automate document generation across the advice process.

In this session, learn how advisers use Claras.ai to streamline workflows to build practices designed for growth. Join our webinar catered for Centrepoint Advisers to discover ways you can free up hours each week. Click here to watch the recording and here for the Q&A.