Manual reviews require digging through lengthy policy documents, double-checking details, and chasing providers for missing information. It’s inefficient, risky, and difficult to scale across growing client volumes.
Too much manual reading. Each review can take up to half a day, with 30+ page documents to scan.
Important data is hard to find. Exit fees, tax protections, and guarantees are buried across multiple pages.
Missing information delays reports. Gaps in data trigger back-and-forth emails with providers.
Pi reads policy documents, extracts relevant data, flags any missing or unclear items, and syncs everything into Pano Docs to generate fully branded suitability letters.
The time and cost savings have been significant, and adviser engagement has improved.
“We’ve saved both time and money, and we’ve seen stronger engagement from both advisers and clients.”
Sian Matheson
Managing Director, Meta Advisors
We simply couldn’t move forward operationally without greater efficiency.
“We’d reached a point in our business where we simply couldn’t move forward operationally without greater efficiency. It was clear that technology, and specifically AI, had to be part of the solution.”
Louisa Major
Operations Director, Frizzell Wealth Management
