Advice Intelligencefor Modern Firms
Collect, anonymise and structure your outbound client advice to unlock valuable insights and ensure compliance.
Transform Your Firm's Knowledge Base
Some of the best quality knowledge your firm creates is normally composed in or attached to an email. Yet the fact it sits in your sent items or as a text note in your CRM, leaves a significant amount of value on the table.
Real World Scenarios
AFSL Record Keeping
AFSL record keeping rules require advice relating to investment recommendations be noted with specific details.
BUY - BHP - 20,000 - XYZ Family Trust - Personal Advice - Looking to bring resource industry holdings up to neutral market weighting from underweight.
Financial Planning Advice
Emma is a 45-year-old consultant working part-time for two employers who both make Superannuation Guarantee contributions.
Example search prompts:
- Has anyone provided advice on Employer Shortfall Exemption Certificate's?
- Have we provided salary sacrifice recommendations to reduce concessional contributions?
Alcova's response: Janet L (and two others) in the Brisbane office have provided advice on the Employer Shortfall Exemption Certificate.
Tax Accounting Advice
ABC Manufacturing Pty Ltd seeks advice on maximizing tax benefits through immediate asset write-offs.
Example search prompts:
- Has anyone provided advice on leveraging the instant asset write-off for businesses?
- Have we advised clients on maximizing tax benefits through accelerated depreciation?
Alcova's response: Michael M in your team provided advice for a similar scenario on the 23rd of May 2024.
Enterprise-Grade Features
Retrieve Valuable Insights
Use targeted search queries to find insights from past client interactions without exposing confidential details.
Define Privacy Policies
Develop and enforce internal privacy policies to ensure sensitive client information remains protected while enabling informed decisions.
Ensure Compliance
Build policies and filters that align with regulatory standards, safeguarding client data and maintaining industry compliance.
Next Steps
Have a use case in mind?
Let's talk about how we can help you.
You'll hear back from us within 24 hours.
Alcova AI Pty Ltd
ABN: 70 676 351 349
Melbourne, Australia
