Claras vs Co-pilot for File Notes: Why Financial Advisers Are Switching

Your AI file note tool should save time, not become another task on your to-do list.

Financial advisers are discovering a clear difference between generic AI tools and purpose-built solutions. Here's what they're saying after switching to Claras:

Setup that actually saves time. Co-pilot requires hours of configuration before you see any benefit. With Claras, the hard work is already done for you—just upload your recording and go.

Templates that make sense. Creating effective templates in Co-pilot feels like building a house without blueprints. Claras delivers editable, financial advice-specific templates ready for immediate use.

Details that matter. Co-pilot's file notes often feel generic and inconsistent. Claras produces detailed notes specifically tailored for financial advisers with compliance guidelines built in.

Team-first approach. Trying to standardise processes across your practice with Co-pilot? Good luck. Claras is purpose-built for advice teams with roles for advisers, practice managers and support staff.

Security by default. Co-pilot only offers proper data security on higher pricing tiers. Claras includes anonymous AI processing as standard—client PII is never shared with AI, and you control your own data retention.

The difference isn't just features—it's understanding what financial advisers actually need.

Experience the difference with a free trial at https://claras.ai/signup