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What’s happening at Claras.
Stay informed with product updates, company news, and insights on how streamline your financial advice practice.
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.
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.
Clarity+ turns File Notes into Client Intelligence
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.