The concept behind Gena document upload is beautifully simple: upload key documents from the advice process (that you already have) and let Gena do the heavy lifting!
Gena extracts key information from the documents and automatically populates your report, eliminating the need to rekey this data and helping you complete the report in even less time.
Meeting notes
Meeting notes are a rich source of information for suitability reports. Given the growing adoption of AI meeting note solutions across the advice profession, they were the natural starting point for Gena document upload.
What steps can be populated from a meeting note?
Irrespective of the report creation method selected, you can upload a meeting note as part of the report creation process and Gena will analyse the content and automatically extract and populate fields in the following steps in the following sections.
Introduction
- Client Circumstances
- Client Circumstances Update
- Client Objectives
- Review of Client Objectives
- Overview of Existing Provision
Client Risk Profile
- Attitude to Risk
- Review of Attitude to Risk
- Capacity for Loss
- Knowledge and Experience
- Investment Preferences & Other Considerations
Important Information
- Cash Contingency Fund & Affordability
- Other Needs and Planning Considerations
- Next Steps
- Next Steps and Action Required
Configurable AI prompts
Gena document upload is meeting note provider agnostic. It has been designed to work “straight out of the box” with all the leading industry-specific meeting notetakers as well as the more general-purpose AI solutions.
However, if you need Gena to extract information differently for a particular field, you can customise the prompts that drive the extraction process. This provides you with complete flexibility to tailor the outputs to your company’s preferred style and requirements.