Re:LoA

🎧 Sunday Morning Podcast Recommendation 🚀 Big thanks to NextWealth Heather Hopkins Alasdair Walker, CFP™ walker for the open and engaging discussion on how financial advisers can think about adopting AI in their practices. It was great to share our perspective at Re:LoA and dive into the various ways AI can truly enhance advisory workflows. 👇 Check out the full conversation here 👇 https://lnkd.in/ersnXvHN If you don't already follow the podcast I highly recommend it to be added to your favorites! There are some great and insightful conversations! Looking forward to sitting down with the team at Nextwealth again in the new year!

🚀 Another Exciting Integration: Re:LOA x Plannr! 🚀 At Re:LoA, we believe AI should enhance your workflow, not disrupt it. That’s why we’re thrilled to announce our latest integration with Plannr Technologies Limited! This seamless connection brings Re:LOA’s powerful document automation into your Plannr CRM, creating a frictionless experience for financial professionals. With Plannr’s open APIs and intuitive design, integrating with their platform was an absolute dream. Whether it’s data extraction, document handling, or admin efficiency, this partnership ensures your team can focus on delivering exceptional client outcomes. Why This Matters: 👉 No Workflow Changes: Re.LOA works with your existing tools to fit seamlessly into your day-to-day processes. 👉 End-to-End Efficiency: From CRM to document automation, everything is connected for a smoother experience. 👉 Future-Proof Solutions: AI-powered tools that adapt to your needs, now and tomorrow. We’re excited to bring this integration to our users and can’t wait to see the impact it has on your practice! 💡 Ready to learn more? Visit https://www.reloa.ai/ A huge thank you to the team at Plannr for their fantastic tech and open API ecosystem making this integration not just possible but incredibly smooth. Here’s to smarter workflows and happier teams! 🙌 #ReLOA #Plannr #FinTech #AIIntegration #Efficiency #FrictionlessTech

Re:LoA: Transforming Financial Admin with AI Drowning in paperwork? Re:LoA is here to change that. Our AI-powered platform streamlines complex financial document processing, helping you focus on what truly matters...your clients! We’re excited to announce new features and enhancements that make Re.LOA even more powerful: 📋 New Investment GIA & ISA Checklists! By popular demand, we’ve added Investment GIA and Investment ISA templates, maintaining 87%+ accuracy and tailored to meet your workflow needs. 🆕 Enhanced Default DC Checklist: Our updated checklist is designed to be clearer and more comprehensive: ✅ Simplified Questions: Client NRA and Spouse NRA combined into a single, streamlined Retirement Age question. ✅ Revamped Benefits Section: Now includes GMP, Life Insurance, and Guaranteed Income/Annuity for better clarity. ✅ New Essential Data Points: Nominated Beneficiary, Valuation Date, and Origo pension transfer compatibility. 💡 Why Re:LoA Matters: Save hours on document handling and data extraction. Reduce errors and enhance client satisfaction. Seamless integration; no need to change your existing processes. 🔗 Discover how Re:LoA can transform your admin tasks: https://www.reloa.ai/ Your feedback drives us. Try these updates and let us know how we can continue to improve! ...and don't forget out BlackFriday 50% discount is still running for the next 3 days so don't miss out on such a great offer! #LogYourLoAPain #Wealthtech #Documentprocessing #Ai #digitaltransformation

🕒 Cyber Monday Exclusive: Re.LOA’s Biggest Offer Ends Soon! 🕒 Are you still drowning in admin tasks? This Cyber Monday, give your business the gift of time. ✨ 50% off for the first 12 months! ✨ Use code BLKFRI at checkout. Why Re:LoA? ✔️ Save hours on document processing. ✔️ Reduce errors and boost client satisfaction. ✔️ Seamless AI integration—no need to change your workflow. ⏳ Hurry! Offer ends Dec 6th. Don’t miss your chance to transform the way you work. 👉 https://lnkd.in/ekvN7gui #ReLOA #TimeSavings #AI #FinTechDeals #LogYourLoAPain

Are Your Fridays Buried Under Piles of Admin Tasks? What if Black Friday wasn’t just about deals, but about freedom? Imagine reclaiming your Fridays: ✔️ Leaving the office earlier. ✔️ Spending less time battling paperwork. ✔️ Actually enjoying your weekend. With Re:LoA, you can stop wasting time on the mundane and focus on what truly matters...your clients, your business, and your life. 💥 This Black Friday, Take Back Your Time! For the next two weeks only, use code BLKFRI at checkout to get: 👉 50% off for the first 12 months on any Re.LOA package! Why Re:LOA? ✔️ Instantly extract critical information from complex documents—no manual effort required. ✔️ Enhance accuracy and efficiency in minutes, not hours. ✔️ Focus on delivering value while we handle the admin. ⏳ Don’t let another Friday slip away to paperwork. This exclusive offer ends soon! 👉 Sign up or upgrade now: https://www.reloa.ai/ 🔗 For Intelliflo customers: Check us out in the App Store! Reclaim your Fridays with Re.LOA. Your time is too valuable to waste. #BlackFridayDeals #FinTech #DocumentAutomation #ReLOA #Efficiency

🌟 Transform Your Fridays with Re:LoA! 🌟 We’re excited to see Rose FP Solutions’ amazing results with Re:LoA...saving hours every week, reducing errors, and boosting client satisfaction! A huge thank you to Emma and the entire Rose FP Solutions team for their valuable feedback and collaboration. 🙌 This Black Friday, you can experience the same transformation. Enjoy 50% off Re:LoA for 12 months! Use code BLKFRI at www.reloa.ai Say goodbye to admin headaches and reclaim your time! #ReLoA #BlackFridayDeal #AIForAdvisers #FinTechSolutions #ReclaimYourTime #WorkSmarter #FinancialAdvisers #DigitalTransformation #EfficiencyMatters #Collaboration #BlackFriday2024 #LogYouLoAPain

Tired of Wasting Hours on reading complex Financial Documents? Are you spending countless hours sifting through complex paperwork, chasing down details, and double-checking your findings? Imagine a smarter way: ✅ Extract the information you need in minutes—not hours. ✅ Eliminate repetitive, time-consuming tasks. ✅ Focus on delivering value to your clients, not battling admin bottlenecks. With Re.LOA’s AI-powered solution, there’s no need to change how you work—just how efficiently you do it. 🚀 Ready to experience the difference? 👉 Sign up now for a free trial at https://www.reloa.ai/ 🔥 Black Friday Sneak Peek: Keep an eye out for exclusive offers later this week! #FinancialInnovation #AI #Efficiency #BlackFridayDeals

Announcing Re.LOA’s Enhanced Transparency Feature! We’re excited to introduce our latest enhancement in explainable AI—Re.LOA now not only shows the source page for each piece of extracted information but also highlights the exact text that verifies its accuracy. This feature offers a new level of confidence and transparency in AI-driven document processing, especially crucial when handling sensitive financial information. What can Re.LOA do for your firm? ✔️ Automate the time-consuming and tedious task of extracting information from DC Pension Policy documents in under 2 minutes ✔️ Enhance accuracy and reduce errors, no matter the provider ✔️ Save time by delivering reliable, high-quality results quickly ✔️ Seamlessly integrate into your current systems without disruption Experience this precision firsthand! We’re offering 3 FREE DC pension checklists so you can test Re.LOA’s quality and accuracy for yourself. Sign up today with your email to get started. 🔗 Try it out: https://www.reloa.ai/ #FinTech #AI #ReLOA #ExplainableAI #DataTransparency #Accuracy #DocumentProcessing #FinancialServices #BuildingTrust #LogYourLoAPain

🚀 Ready to see what Re.LOA can do for you? Try it for FREE! 🚀 We’re so confident in the quality and accuracy of our results—completely hallucination-free—that we’re giving you the chance to try Re.LOA for yourself. Sign up today and get 3 FREE DC pension policy checklists by simply using your email. Experience firsthand how Re.LOA automates financial document processing, delivering high-quality, reliable data extraction that fits seamlessly into your workflows. There's no better time to test the power of AI in financial advice administration! 🔗 Sign up now and start simplifying your processes today: https://www.reloa.ai/ #FinTech #AI #FreeTrial #ReLOA #Automation #DocumentProcessing #DataAccuracy #FinancialServices #NoHallucinations #PensionChecks #LogyourLOApain