Blog

What’s happening at Claras.

Stay informed with product updates, company news, and insights on how streamline your financial advice practice.

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Client data diamonds in the digital age
Friday, April 4, 2025
Cybersecurity expert Fraser Jack talks about treating client data like diamonds, noting that security is predominantly a human challenge, despite technology-focused budgets. With data breaches being "when not if" scenarios, practices need cyber insurance, staff training, and documented response plans.
Stuart Riddle
Copilot or Claras for AI file notes
Friday, March 14, 2025
Why financial advisers are ditching generic AI file note tools for something that actually gets them.
Stuart Riddle
AI-powered Clarity+ enhancing financial adviser's memory for client details, represented by building blocks with digital connections
Monday, September 9, 2024
Never forget a client detail again. Make every client feel like your only client. Clarity+, the game-changing feature from Claras that upgrades your memory. Learn how this AI-powered tool helps financial advisers manage a growing client base and delivering a great client experience.
Stuart Riddle
RSS Feed
Wednesday, April 16, 2025
Connor Disselkoen

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.

Sunday, November 24, 2024
Connor Disselkoen

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.

Tuesday, October 29, 2024
Connor Disselkoen

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.

Thursday, October 10, 2024
Stuart Riddle

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.

Tuesday, October 1, 2024
Stuart Riddle

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.

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