Templi, an AI-powered software solution, has launched designed specifically for paraplanners.
Users can generate suitability reports in seconds with the help of AI enhanced templates, the platform says. Its focus is on delivering speed, flexibility, and accuracy to help paraplanners save time and streamline their workflow.
Co-founder Daniel Cooke notes ‘We wanted Templi to be the fastest and most flexible suitability report writing software in the market, and that’s why we built the product to operate off AI enhanced templates instead of a more rigid wizard system where the operator fills in fields or manually populates report sections’.
By automating the writing element of suitability reports, Templi hopes paraplanners can regain time to perform other valuable tasks like technical support, research and client facing interactions.
Cooke continues: “The Templi system allows companies to import their existing word templates and add AI instructions.
“When it comes to generating a report, the paraplanner selects the relevant advice case template, attaches files relevant to the case like research, factsheets, emails, factfinds or meeting notes and hits generate. Templi will then write a full report in around 10 seconds. The paraplanner can make any personalisations or tweaks if they wish and then export the report as a word doc or pdf’.
Templi began development in early 2024 and was able to quickly scale its prototype into a full-fledged solution thanks to funding from Techstart. The grant was awarded after the team completed the prestigious Co-Founders programme by Catalyst in Belfast.
Key Features include:
- Suitability Report Writer: The core feature that uses AI to generate detailed reports in seconds using a firm’s own templates.
- Template Manager: Customise, manage and update report templates at any time.
- Client Manager: Streamlines client data management, making the report creation process more efficient.
- Inspector: This allows the user to review and understand exactly why the Templi AI has written certain pieces of text, where the source information was derived and provides an understanding and audit trail.
More information can be found HERE
Main image; onur-binay-_yC2htzMYnI-unsplash
