Generate on-brand, personalised client servicing documents & cut paraplanning costs by 60%.
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We are the industry experts in client servicing automation using generative AI, with a proven track record of delivering real cost savings.
Our AI solution extracts data from existing documents, systems or recordings and converts it into a usable dataset and completes your reports automatically.
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Maintain control and reduce risk by creating a dynamic, rule-based question set to capture client soft facts in a human or personalised way.
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Magic! Your on-brand and personalised document is ready to download in a range of available formats.
Full control to modify fund information, ATR profiles, LTA wording and other variables in seconds without technical support.
Every document will automatically meet the risk and compliance standard set by your organization. 100% accuracy, every time.
Sync data from your favourite apps like Salesforce, Intelliflo, Voyant, Iress and more to supercharge your automation.
There’s a one-time setup cost and a monthly subscription fee per adviser, which includes unlimited usage for your back-office support teams. Every firm is unique and each document has specific needs; we’ll collaborate with you to find the sweet spot to maximise your cost savings with Pano.
We aim for 10 days per automation. What sets Pano apart is our dedication to customisation. We don't want you to change your processes for us, we'll adapt the automations to you.
We automate everything from simple text-only documents to full-colour annual review presentations complete with charts and tables. Suitability letters are really popular and this usually covers ISA, Pensions, Transfers, Protection, Mortgages, Unit Trusts and Bonds.
Integration is a choice but it is not a barrier to getting started with us. Many firms use existing documents (e.g. Illustrations, CYCs, etc.) as data inputs with no integration needed.
Data security is an important part of our everyday work. We do not store or share data for any reason other than providing our automation service to you and we ensure data is hard-deleted when it is no longer needed.
