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Advisors spent excessive time manually extracting information from a 70+ page document during consultations, manually compiling case notes and letters, and managing outdated systems that limited client throughput to 1 per day. Lengthy 10-page client letters caused confusion and reduced engagement.
Charitable network providing debt advice and financial solutions to individuals in the East Midlands region
Enables advisors to handle multiple clients daily through automated workflows, reduces letter generation time from days to minutes, improves client engagement through simplified communications, and enhances organizational capacity to serve 43,000+ individuals annually with modern digital infrastructure.