What’s happening at Claras.

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

Featured

Financial Advisers use AI for smart meeting prep
Sunday, November 24, 2024
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.
Connor Disselkoen
Financial-Advice-Practice-Growth-Strategy
Thursday, October 10, 2024
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.
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
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.

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.

Thursday, September 19, 2024
Connor Disselkoen

Xplan AI File Note Automation

Discover how financial advisers can streamline their workflow using Claras.ai for automated file notes and easy formatting in Xplan.

Tuesday, August 6, 2024
Stuart Riddle

The Claras Backstory

How our team's dedication to listening and problem-solving is transforming the way financial advisers work, bringing unexpected benefits that go far beyond efficiency. This is a story of local innovation making waves across Australia, proving that with the right mindset, a small team can create big, meaningful change.

Thursday, July 18, 2024
Connor Disselkoen

Ensombl Pod: Claras Redefines Fast File Notes and Client Experience

Claras.ai featured on Ensombl's AdviceTech podcast! Stuart Riddle, our co-founder, discusses how our AI-powered tool revolutionises file notes for financial advisers, saving time and enhancing client experiences. Discover key insights and future developments shared in this informative episode.