Posterity is an AI-powered assistant designed to streamline workflows for financial advisors. It automates key tasks, freeing up time for client interaction and strategic decision-making.
Key features include:
- Automated Meeting Summaries: AI-driven note-taking captures crucial details during client meetings, providing accurate summaries.
- Hard and Soft Fact Capture: The assistant identifies and records both quantitative and qualitative information discussed in meetings.
- Suitability Report Generation: Posterity prepares compliance-ready suitability reports in seconds, reducing administrative burden.
Use cases:
- Meeting Automation: Automatically generate summaries and action items from client meetings.
- Compliance and Reporting: Quickly create suitability reports and maintain accurate records for regulatory compliance.
- Client Relationship Management: Improve client engagement by focusing on the conversation, not the note-taking.
