Sample Advisor Use Cases
Real world uses for your daily advisory practice
Use Case #1: Create Branded Content on Any Topics
Build your own library of dazzling content in your brand.​
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Create slides/presentation through AI prompts, uploading PDFs or via URLs
AI analyzes and creates reusable content in your brand, along with key talking points and presentation script
AI creates branded slides with insights and analysis
Use content for any client, prospect or presentation over and over again
Use Case #2: Quarterly Committee Meeting Preparation
The most common—and time-consuming—advisor task, now completed in 15 minutes instead of 2 hours.​
Upload recordkeeper PDF and select which pages to use
AI analyzes & extracts, pulling key data points and trends
AI creates branded slides with insights and analysis
Make final adjustments, add personal commentary, and export to PDF
Use Case #3: Quarterly Committee Meeting Preparation
Demonstrate your value with comprehensive annual reports that showcase all your work throughout the year.​
System logs accomplishments automatically via task completion or via manual assignment
Track fiduciary oversight activities & best practices
Create professionally branded annual stewardship review
Demonstrate value, justify fees and secure retention
Use Case #4: Quarterly Committee Meeting Preparation
Win more business with professional assessments and proposals that demonstrate your expertise.
Send custom questionnaire link to prospect
Identify gaps and opportunities
Generate customized improvement plan
Deliver actionable pitch presentation