Extract is the latest innovation to be released by Recordsure.
The tool pulls out key information from conversations in financial services between advisers and customers. For example, it can extract contact details, income, assets and liabilities.
By automatically displaying this information in one intuitive dashboard without the need, Extract generates huge efficiencies for both advisers and support teams freeing up capacity which can be re-invested supporting clients. It also improves the client experience by completely removing the need to take notes manually during meetings.
To learn more about Extract, have a look at our product information page or contact us if you would like the chance to see it in action.