FE fundinfo has launched a mobile app for its Nexus for Financial Advisers service.
The fund data specialist said the offering opens up AI-powered meeting support to face-to-face client meetings for the first time.
Nexus brings together the data, technology and workflows advisers use in one place, with the mobile app extending that.
Recorded on a phone or tablet and assigned to a client, a meeting using the app follows the same workflow as a video meeting, including transcription, structured note generation, extraction of client data, as well as adviser review and approval.
Information can then be is transferred into Nexus or a connected CRM. AI-generated outputs are attributed to their source, while adviser actions remain auditable.
Christian Wynne, financial planner at Factor Financial Planning, said: “Nexus and Nexus Assistant have significantly reduced the amount of time we spend on meeting admin.
“The mobile app means face-to-face meetings will now sit in the same place as everything else I do for a client on Nexus for Financial Advisers, not a separate note I have to catch up on later, but part of the one record I already work from.”
Ishaan Sethi, head of UK wealth products at FE fundinfo, said: “Advisers should not have to change the way they work with clients to accommodate their technology.
“Whether a conversation happens over video or face-to-face, the information captured should be able to support what happens next without creating another manual process for the adviser.”
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