Clarity+ turns File Notes into Client Intelligence

The Challenge: Juggling Practice Growth and the Client Experience

Picture this:

• You're about to meet a long-standing client, but can't recall their grandchild's name.
• Your client list is growing, but keeping track of each unique financial goal feels impossible.
• Delivering personalised service at scale seems like an insurmountable challenge.

Sound familiar?

Introducing Clarity+

Clarity+ isn't just a feature. It's a memory upgrade for your practice.

This powerful AI tool solves two critical challenges:

1. Effortlessly manage a growing client base
2. Deliver truly personalised experiences

How Clarity+ Works

Clarity+ analyses your last five file notes for each client, distilling key information into actionable insights. It's like having a personal assistant with a photographic memory for every client interaction.

• Instant recall: Quick access to crucial financial information and personal details
• Tailored advice opportunities: Spot trends and opportunities you might otherwise miss
• Effortless personalisation: Make every client feel like they're your top priority
• Time-saving: Spend less time preparing for meetings and more time building relationships

Your New Daily Routine with Clarity+

Before: Spend hours reviewing notes before meetings, still forgetting key details. Now: Glance at Clarity+ insights, walk in fully prepared in minutes.

Before: Struggle to maintain personal connections as your client base grows. Now: Make every client feel like your top priority, no matter how busy you are.

Before: Miss opportunities because you can't see the big picture. Now: Spot trends and potential needs across your entire client base at a glance.

Experience Clarity+ Now

Clarity+ is available today on your Client Overview page.

1. Log in to your Claras account
2. Click on the 'Clients' icon in the left-hand navigation
3. Select a client to view their individual page
4. Find Clarity+ at the top of the new Client Overview page

Transform Your Practice

With Clarity+, you'll be able to manage more clients without sacrificing that personal touch. It's like having a superpower that allows you to recall every important detail about every client, making them feel truly valued and understood.

Are you ready to upgrade your memory?

"Clarity+ has revolutionised how I interact with clients. I now walk into every meeting feeling fully prepared and confident." - Sarah B, FAAA Financial Adviser

P.S. We'd love to hear how Clarity+ enhances your client interactions. Your feedback helps us continue improving our service to you.