Financial Advice

Financial Advice is heavily regulated and has struggled with the cost of business over the last decade.

Fifth Logic iQ is the innovation that this business needs to adapt to Financial Advice in the 21st Century.

Record, transcribe, comply, automate, increase productivity, increase sales and improve training with Fifth Logic iQ for Financial Advice.

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Key Benefits

File Notes Automated

Fifth Logic iQ automatically generates your file notes as you meet with your client detailing fact find, actions, financial goals, risk profile and much more. Save hours of time and automate compliance.

Statement of Advice

Statements of Advice are automatically drafted based on your meeting with the client. Take the draft and update it, saving many hours of time.

Automate Compliance

Fifth Logic iQ has hundreds of controls built in. Each client intereaction is scored giving full explainabilty to compliance and the regulators. Fifth Logic can even check if the product is appropriate for the client.

Training

Identify areas that you can improve. Assess client sentiment when you offer a product, learn from other Advisers in your group on what approaches work best.

Financial Advice Solution

Few industries have been subjected to such regulatory scrutiny as the Financial Adviser industry. Most Adviser-Client meetings are not recorded, the definative record of the meeting is the dviser wtite up called a file note. Advisers manually create statements of advice. Compliance manually auditing 1/100 client files. Regulators are busy auditing and fining! Large Banks are busy exiting. The result is fewer Advisers, and higher costs for clients.

Enter Fifth Logic iQ. All adviser client meetings are recorded be they in person, mobile, via Zoom/Teams, landline or call centre. Meetings are transcribed with 90% + accuracy. AI intelligently understands the financial advice process and conversation automating the fact find, investment needs, insurance requirments, financial goals and many other parts of the meeting. File notes are produced automatically, the statement of advice is pre-populated and key sections can be exported to existing planning tools. Compliance is automated across all Adviser-Client interations. Upsell/cross-sell opportunities are highligthed to the Adviser. Adviser training needs are identified.

Fifth Logic iQ revolutionises the Advice process.