Save 4-6+ hours per case.
At Multiply, we know annual reviews can be a time-consuming challenge for financial advisers. From pre-meeting prep to compliance checks, the process can take hours, impacting efficiency and client engagement.
But what if you could cut that time down significantly?
Streamline Your Annual Review Process
With Multiply's AI-powered platform, you can automate every stage of the annual review process. This means saving valuable hours and enhancing the client experience:
Multiply’s solution can save financial advisers up to 6 hours per client case, depending on complexity. For simple cases, that’s almost four hours of valuable time saved, while more complex reviews can see savings of over six hours.
Empowering Advisers and Clients with AI
Multiply’s AI-driven solution doesn’t just automate the mundane—it empowers advisers and clients alike. Real-time insights, automated compliance, and helpful reminders ensure everyone stays on track. Advisers can now focus on delivering a personalised client experience, instead of getting bogged down by admin.
Grow Your Client Base without Increasing Workload
Scale your business efficiently with Multiply. By automating up to 100% of simple reviews and reducing admin time by up to 80% for complex cases, you can serve 3x more clients without adding to your headcount.
Revolutionise Your Annual Reviews
With Multiply, the annual review process is no longer a burden. We streamline your workflows, reduce costs, and free up valuable time. Focus on what really matters—your clients. Whether you want to cut down on repetitive tasks or scale your operations, Multiply offers the tools to make it happen.
Learn more about how Multiply can transform your annual reviews.
See how much time you could save with Multiply!
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