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1. What is a core feature of Claris.ai that differentiates it from generic AI note-taking tools?
2. How does Claris.ai contribute to improving client experience in advisory practices?
3. What advantage does Claris.ai’s PII redaction feature provide?
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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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