Traditionally, preparing for a client meeting has meant printing out a fact find, scrolling through old notes, and hoping you remembered the details of a conversation from six months ago. For advisers managing large client books, manual retrieval has the power to break down quickly.
Now, voice-enabled AI assistants now let advisers ask questions in plain English and receive immediate answers drawn from their client records, without opening multiple tabs or cross-referencing documents. According to the FCA’s 2024 survey on AI in financial services, 75% of UK financial services firms have already adopted some form of AI, with the most common applications including internal process optimisation and client support. A practical entry point is often meeting preparation and documentation.
Voice Queries for Client Meeting Preparation
The value of an AI client assistant comes from what it can retrieve, and how quickly. Advisers can ask direct questions and receive answers pulled from their existing data, including fact finds, previous meeting notes, fund holdings, risk assessments, and correspondence.
Example Questions Advisers Can Ask Before a Review
Here are examples of questions an adviser might ask before walking into a review meeting:
- “When did we last discuss switching Mrs Thornton’s pension to Scottish Widows, and what were her concerns?”
- “What is Mr Patel’s current attitude to risk and when was it last reviewed?”
- “Has the Henderson family made any changes to their protection policies in the last twelve months?”
- “What income is Mrs Clarke currently drawing from her SIPP and when did she start?”
- “Did we flag any concerns about Mr Davies’ capacity for loss during the last annual review?”
- “What funds is the Williams portfolio currently invested in and what was the original rationale?”
- “Has Mrs Foster mentioned any changes to her retirement plans since we set up the drawdown?”
Being able to ask these kinds of questions out loud and get an answer in a few seconds represents a meaningful change from having to search through multiple systems manually, especially when an adviser is trying to prepare for several meetings in a single day.
The FE fundinfo 2024 Financial Adviser Survey found that 54% of advisers cite time-consuming administration as a barrier to effective client communication, and retrieving historical context is often a significant part of that administrative load.
AI-Generated Meeting Notes and Follow-Up Actions
Post-meeting documentation is most often where most advisers lose time. It is not uncommon for notes to be written hours or days later, for action points to go unrecorded, and for the next review to start with incomplete information because the details were never captured properly in the first place.
With the Automwrite App, advisers can record meetings and receive drafted notes within minutes. The system is designed to capture what was discussed, identify follow-up actions, and generate a structured summary that can be reviewed, adjusted, and saved directly to your client’s record. The output also includes recommended next steps, flagged changes in client circumstances, and any commitments made during the meeting.
Querying Past Meetings for Client Context
Post meeting debriefs have also become much simpler. The AI assistant can be asked follow-up questions at any point after the meeting, such as:
- “What did I agree to send Mr Morgan after our last call?”
- “When is the next review due for the Carter account?”
- “Did we discuss life cover with Mrs Okonkwo during her annual review?”
Over time, meeting documentation becomes something advisers can search and query rather than a collection of static files that rarely, if ever, get opened again.
How AI Client Assistants Affect Adviser Capacity
The Natixis 2024 Global Survey of Financial Advisors found that advisers spend 43% of their time meeting with or managing clients, and only 9% on prospecting. The time lost to admin tasks, compliance reporting, and digging through records directly limits capacity for client-facing work.
AI client assistants do not replace adviser judgment, but they do retrieve information faster than manual search, structure meeting output more consistently than handwritten notes, and reduce the disparity between a meeting happening and its contents being usable. For advisers handling a full book of clients, walking into a meeting prepared rather than guessing makes a material difference to the quality of the conversation and your client relationship.
The Automwrite App gives advisers instant access to client context through voice-enabled queries and generates meeting notes, follow-up actions, and next steps automatically after every conversation. Book a demo to see how it works with your client data.
FAQ on AI Voice Queries
How can AI help financial advisers prepare for client meetings?
AI assistants let advisers ask questions aloud and get answers from their CRM, fact finds, and meeting notes instantly, without searching through multiple systems.
What is voice-enabled CRM access for financial advisers?
Voice-enabled CRM lets advisers query client records by speaking rather than typing. The AI retrieves fund holdings, correspondence, risk profiles, and meeting history in seconds.
How does AI generate meeting notes for financial advisers?
AI tools record client conversations and produce structured notes within minutes, including action points, follow-ups, and flagged changes in circumstances, ready to save to the client record.
Sources
- Artificial Intelligence in UK Financial Services 2024 – Bank of England and FCA, 2024
- FE fundinfo 2024 Financial Adviser Survey – FE fundinfo, November 2024
- 2024 Global Survey of Financial Advisors – Natixis Investment Managers, 2024
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