Webinar Recap: "This Will Save My Practice Hours!"

According to a recent study from a new J.D. Power survey found 28% of advisors simply don’t have enough time to spend with their clients.

Our recent webinar, "From 'YourStake Does What?' to 'This Will Save Me Hours!'" demonstrated how our AI-enhanced features are dramatically cutting this administrative burden, with some advisors reporting time savings of 5-7 hours weekly. If you missed the live session, here's a quick overview of what was covered.

"YourStake Does What?" Webinar Highlights

In this information-packed hour, Robyn Wood took attendees through YourStake's expanding suite of tools designed to turn client chaos into organized intelligence:

• Advisor Core: Our flagship feature for portfolio analytics that extracts data from various statement types to provide comprehensive investment insights. By automatically parsing holdings from different custodian statements, advisors avoid tedious manual entry and can generate professional reports within minutes instead of hours.
• AI Meeting Assistant: An intelligent note-taking tool that joins your virtual meetings, captures key points, and delivers actionable summaries. This tool not only saves time in note-taking but also automatically creates follow-up emails and tasks that integrate with your CRM, eliminating post-meeting administrative work entirely.
• Document Intelligence: A preview of our soon-to-be-released capability for extracting and organizing data from various document types. This system can process tax forms, trust documents, and other financial paperwork, pulling relevant data points to populate forms and client profiles without manual entry.

Watch the Full Webinar

Key Takeaways

1. YourStake's AI tools save advisors significant time by automating data extraction and organization
2. The platform integrates with popular CRMs including Wealthbox, Redtail, and Salesforce
3. New features focus on organizing unstructured data from various sources to create a comprehensive client view
4. Early access is available for the upcoming Document Intelligence and Client Dossier features, book a demo to get access.

Additional Resources

• Register for March 5th Webinar: Join First Affirmative for an update on their proxy voting and engagement efforts
• Read Everything in its place, a preview into the framework of what we’re building
• Book a Demo: Get early access to our newest features