Launching Advice Fee Consent automation, powered by AI
Today we're excited to announce the latest enhancement to Expand, delivering on our commitment to being an industry leader in platform automation and bringing even greater efficiency and time savings to your office.
Powered by AI, our new automation feature intelligently populates your clients’ advice fees directly from their Client Service Agreement (CSA) significantly improving efficiency, eliminating manual duplication and lowering the risk of errors.
It’s smarter, faster and designed to give you and your support staff more time to focus on your clients.
In fact, it’s already saved 200+ hours per year and has automated 7,000+ consents. That’s time back in your day to give more advice to your clients.
And this is just the start for how we’ll continue to optimise Expand with AI features – built by advisers, for advisers.
To start using fee consent automation on Expand view the CSA User Guide.
We’re here to help
For questions or support, contact your Business Development Manager, Relationship Training Manager or email: advisoryrelationships@insigniafinancial.com.au
