FastTrackr: AI for Financial Advisors Streamlining Client Work

Frequently Asked Questions about FastTrackr

What is FastTrackr?

FastTrackr is an AI platform designed for financial advisors and registered investment advisors (RIAs). It automates tasks that are usually time-consuming and prone to errors, such as preparing for meetings, processing client documents, onboarding clients, and updating systems. The platform offers modules for meeting assistance, document intelligence, and client onboarding, helping practices save hours on routine workflows. It can generate meeting summaries, extract data from various documents, and automate client setup processes, all integrated with existing software like CRM and financial planning tools. This can help advisors focus more on client relationships and growth rather than administrative tasks.

Key Features:

Who should be using FastTrackr?

AI Tools such as FastTrackr is most suitable for Financial Advisor, RIA Professional, Wealth Manager, Client Service Manager & Financial Planner.

What type of AI Tool FastTrackr is categorised as?

What AI Can Do Today categorised FastTrackr under:

How can FastTrackr AI Tool help me?

This AI tool is mainly made to workflow automation. Also, FastTrackr can handle automate workflows, extract data from documents, summarize meetings, update crm automatically & send follow-up emails for you.

What FastTrackr can do for you:

Common Use Cases for FastTrackr

How to Use FastTrackr

FastTrackr integrates into existing workflows, automates note-taking, data extraction, client onboarding, and meeting summaries through its platform. Users connect their email, CRM, and communication tools, then utilize the AI modules for specific tasks such as document processing, meeting assistance, or client onboarding.

What FastTrackr Replaces

FastTrackr modernizes and automates traditional processes:

Additional FAQs

What is the Document Processing feature?

It extracts and summarizes data from financial documents like bank statements, tax forms, and brokerage statements.

How does client onboarding work?

It automates data gathering from clients, allows confirmations, and populates CRM and software with minimal manual input.

How is FastTrackr AI different from other note-taking tools?

It not only captures notes but also integrates with systems, extracts structured data from documents, and automates client workflows.

How does meeting summarization work?

It records in-person or virtual meetings, creates summaries, and identifies action items.

Can I use different modules separately or do I need the full platform?

Modules can be used independently to suit specific workflow needs.

How do I send follow-up emails?

The system drafts contextual follow-ups based on meeting data, which can be reviewed and sent.

Does FastTrackr AI integrate with my CRM?

Yes, it offers integration with several popular CRM and financial tools.

How does the free trial work?

Users can sign up to experience the platform's features free for a limited time.

Is our data ever used to train FastTrackr AI's models?

Your data is kept private and is not used to train the models without your consent.

I'm not sure my practice is ready for AI. Where should I start?

Begin with integrating one module like meeting summaries or document processing to test benefits gradually.

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Getting Started with FastTrackr

Ready to try FastTrackr? This AI tool is designed to help you workflow automation efficiently. Visit the official website to get started and explore all the features FastTrackr has to offer.