Picture this: Your client arrives with a shoebox full of statements. Think, brokarage statements 401k plans, insurance documents, and tax forms, asking you to make sense of it all – quickly. Sound familiar? For most advisors, this scenario represents hours of manual document processing, data entry, and the constant fear of missing critical information.
In YourStake's latest AI Advisor Power Hour webinar, we demonstrate how artificial intelligence is eliminating these common frustrations, disrupting how advisors handle documents, conduct meetings, and manage client relationships.
"We seek a world where advisors focus on value versus tasks that machines can do," explains Gabe Rissman, Co-founder of YourStake. "Where time shifts from busy work to growth and client needs. Information moves where it needs to go, documents sort by themselves, and facts rise to view."
The Power of Intelligent Integration
When our team unveiled these new innovations, Jack Casady, our Marketing and Operations, could barely contain his excitement: "If you follow me on LinkedIn, you saw the head-exploding GIF I posted yesterday. That's how I feel whenever this team sits down for a month and says, 'okay, we're going to build all these things.'"
Here's how we’re building out the systems to drive ai-empowered efficiency for Advisors that flows through their practice to drive sustainable growth and deliver up-to-date insights and next-best actions for clients:
AI Meeting Assistant: Your Virtual Team Member
Gone are the days of frantically scribbling notes during client meetings, setting up post-meeting tasks, and even preparing the pre-meeting information collection and questions to asks all in one screen.
Our AI Meeting Assistant seamlessly:
- Joins your meetings with a simple link paste or automatic calendar integration
- Creates detailed summaries and action items
- Integrates directly with Wealthbox and Redtail CRMs
- Prepares you for upcoming meetings by surfacing relevant client information
- Automatically creates and assigns follow-up tasks
"What I love about the meeting assistant," shares Robyn Wood, Business Development lead, "is how it captures not just what was said, but what needs to be done. It's like having an extra team member who never misses a detail."
Want to explore the meeting assistant, explore the solution here.
Enhanced Investment Proposals: Launch of Advisor Core ‘25
Recent updates to Advisor Core bring powerful new capabilities to your portfolio analysis and investment proposal platform.
New features include enhanced asset location analytics, allowing you to optimize tax efficiency across account types, improved tax transition modeling, and expanded portfolio statistics for deeper analysis.
See these updates in action and learn how advisors are using them to deliver more sophisticated portfolio recommendations in our detailed blog post about these updates.
Coming Soon: Your Document Intelligence Platform
Perhaps the most exciting reveal was our new document processing system that's reimagining how advisors handle client information across any document type. During the live demo, Gabe showed how this connected experience:
- Automatically extracts and validates information from passports, insurance documents, tax documents, and more
- Catches critical details (like the difference between legal name "David" and commonly used "Gabe")
- Integrates with DocuSign for automated form filling and native PDF filling
- Creates a comprehensive client dossier that grows smarter over time full
Where Everything Connects: Real-World Examples
The true power of these tools becomes clear when they work together. Consider these real scenarios:
The Florida Retirement Plan
During an annual review, an advisor and client discussed plans for a Florida vacation home. While the AI Meeting Assistant captured their retirement planning conversation, the system automatically cross-referenced the client's insurance documents and flagged a critical detail: their umbrella liability policy excluded secondary residences in coastal areas. This insight completely reoriented the planning conversation.
The New Account Opening
In another demonstration, an advisor uploaded a client's passport and insurance documents to open a new account. This document intelligence platform not only extracted the necessary information but also caught discrepancies in the client's legal name versus commonly used name – preventing potential issues with account documentation. The system then auto-filled the account opening forms in DocuSign, turning what's typically an hour-long process into minutes.
Create Order From Client Information Chaos
Advisors using these integrated tools report:
- 5+ hours saved weekly
- 20% higher conversion rates
- More meaningful client interactions
- Reduced risk of missing critical information
Ready to make 2025 the year you stop doing manual entry?
Watch the full webinar replay above to see these tools in action, above
Want early access to this new connected YourStake experience? Schedule a demo today
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