Blog
What’s happening at Claras.
Stay informed with product updates, company news, and insights on how streamline your financial advice practice.
Featured
Claras is now SOC2 certified — what that means for you
SOC2 is a globally recognised standard that verifies how we protect client data across our systems and processes. Here’s what it means for your practice, what it took to get here, and why it matters for every adviser who relies on us.
Smarter Client Meeting Prep
Preparing for client meetings can often feel like a juggling act—gathering information, structuring agendas, and ensuring follow-up all take time away from building relationships and delivering value. Claras helps you prepare smarter, stay organised, and create exceptional client experiences.
AI Financial Advisers - Enhance not Replace
In an industry where trust and personal relationships are paramount, artificial intelligence is emerging as a powerful mate for financial advisers—not a replacement. With 51% of Australians already using ChatGPT at work and professionals experiencing a 40% boost in productivity from AI tools, the opportunity to enhance service delivery has never been greater. While AI can analyse vast amounts of data and automate routine tasks, it's the blend of this technological precision with human expertise that creates superior outcomes for clients.
30+ New Clients: Ready or Not?
Financial Advice practices face a critical choice: embrace growth and risk being overwhelmed, or maintain the status quo and miss out. One of the keys to confidently scaling your practice lies in having the right technology.
File Notes: The Hidden Gold in Your Financial Practice
File notes are far more than a compliance box to tick—they're the mortar between the bricks of your financial advice practice, filled with golden nuggets of client insights waiting to be discovered.