AdviceTech Podcast 92 – Claras.ai

Produced By: Ensombl

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Technical Competence Client Care & Practice Reg Compliance & Consumer Protection 0.50 CPD Pts

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Quiz

Podcast

AdviceTech Podcast 92 – Claras.ai

Quiz

The quiz will appear once you’ve completed the podcast.

Complete the quiz to earn 0.50 CPD points.

1. What is a core feature of Claris.ai that differentiates it from generic AI note-taking tools?

It is fully integrated with all CRMs
It focuses on privacy and compliant file notes
It automatically sends notes to clients

2. How does Claris.ai contribute to improving client experience in advisory practices?

By generating concise client summaries and action items
By replacing client meetings entirely
By automating investment decisions

3. What advantage does Claris.ai’s PII redaction feature provide?

Allows for easy sharing of client data
Protects sensitive information from external AI training models
Ensures clients can access meeting transcripts freely

Details

This week, Pat talks with Stuart Riddle, Managing Director at Knkt Interactive, the creators of Claras.ai, an AI-powered tool that turns raw meeting transcripts into compliant file notes. They discuss the features and benefits of Claras.ai, how it can reduce administrative burdens, improve client communication, and maintain consistency in file notes.

Accreditation Points Allocation:

Technical Competence 0.2

Client Care and Practice 0.2

Regulatory Compliance and Consumer Protection 0.1

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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AdviceTech Podcast 92 – Claras.ai

Podcast

AdviceTech Podcast 92 – Claras.ai

Quiz

Details

Learning Outcomes

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