Advice Suitability Letter Generation Solution

Advisors encounter significant hurdles in creating Suitability Letters due to incomplete client data and advice recommendations, coupled with a manual, time-consuming process. This often results in errors, making it challenging to ensure compliance and provide clear, concise recommendations to clients.

Our Digital Expert, built on Purple Fabric, utilizes AI-powered data extraction and analysis to streamline the creation of personalized, compliant Suitability Letters. The solution automatically extracts data from Fact Find and advice recommendation documents, structuring it using a predefined template. It delivers a tailored JSON response for seamless app integration, while naturally flagging any missing information within the narrative to avoid fabricated content.