With the rise of personal Secure AI Assistants, all this has become possible.
What does a personal Secure AI Assistant do?
Let’s explore a case study to see it in action:
Meet John, an overwhelmed financial advisor.
John has been a dedicated financial advisor for over a decade, building a practice that now serves 300 clients. While he loves helping people secure their financial futures, the sheer volume of work is overwhelming. Every day brings a barrage of phone calls and emails:
- “John, what’s my life cover? I can’t remember.”
- “Do I have disability cover? If so, who is it with?”
- “I just noticed this deduction from my account. What is it for again?”
- “When was the last update to my will?”
Each question sends John scrambling through folders and digital files. He must extract information, compile it, send it back and field follow-up queries. Clients frequently need explanations of complex terms like “unapproved benefits” or “education protectors” and John must explain policy jargon into understandable language.
Meanwhile, John is trying to grow his practice, meet new prospects and keep up with changing regulations. But the constant demands of maintaining his current clients leave him with little time for anything else. He’s stuck in a cycle of reactive work, firefighting instead of planning, and his stress levels are through the roof.
John’s turning point: a Secure AI Assistant
John decides to try a Secure AI Assistant, integrated into his clients’ portal. This transforms John’s day-to-day operations!
- Client portal. Each client uploads their important documents – insurance policies, wills and even receipts for items to be insured – into their private, secure portal or John quickly drags and drops the client policies into his AI portal.
- AI-powered assistance. Clients ask questions directly to their AI assistant. Instead of calling John, they can get instant answers to questions about their policies, terms or upcoming deadlines.
- Advisor’s dashboard. John has access to the same AI, which can summarise a client’s coverage, explains their benefits simply – all at the click of a button.
With his AI assistant answering his questions about specific clients’ policies, benefits and more, in seconds, John has time to focus on what he loves most: building new relationships and providing strategic financial advice. His clients are happier, too. They receive fast, accurate answers from John; they can even speak to their AI 24/7. For John, it’s no longer just a practice; it’s a scalable business.
Before and after: a shared transformation
John was stuck in reactive cycles, constantly juggling demands and feeling like he was one missed detail away from chaos. With Secure AI Assistants, his life is transformed.
- For John: The AI assistant gives him the time and tools to provide exceptional service while growing his practice. His clients are happier, and his stress is reduced.
- For his clients: The AI assistant is their personal genie, ensuring they can easily get info about their affairs without being overwhelmed. They finally have peace of mind.
A secure solution for everyone
The best part? These AI assistants operate in a protected environment, powered by platforms like AgendaWorx AI and others. Unlike public AI tools, they keep sensitive data safe behind robust firewalls, ensuring compliance with regulatory standards.
How easy is it to set up your AI?
CEO, inSite Connect (creator of AgendaWorx.com)
The million-dollar question is: this all sounds super complex, right? It’s not. You can simply drag and drop your files into your secure AI client portal, and your AI can answer questions about them.
Your documents stay in the portal, neatly organised for each client, and everything is completely secure. Plus, your discussions with the AI are fully private – neither your team nor your client can see them.
The future of AI is here, don’t let your competitors offer this to your clients.
These are not just tools; they are partners, bringing calm and simplicity to lives that were once weighed down by complexity. Whether you’re a financial advisor like John or an entrepreneur like Samantha, a Secure AI Assistant could be the game-changer you’ve been waiting for.
