Ermos AI for client review letters.
After every review comes the letter: what we discussed, what we recommended, what happens next. It is the same letter with different facts, which is exactly what drafting from the file solves. The unit writes it; the adviser approves it; the client gets it while the meeting is still fresh.
How it works on the unit
The review pack, file notes and advice documents from the meeting are the sources.
Outcomes, recommendations and next steps draft into your letter format, in the practice's voice.
Figures, product names and dates verify against the file rather than memory.
The adviser reviews and sends through your existing systems. Nothing reaches a client unapproved.
What it changes in practice
Letters go out in days, not weeks; their content matches the file because it came from the file; and the correspondence trail that evidences your ongoing service builds itself. With ErmosIQ tuning to your practice's letters, drafts start sounding like the adviser who signs them.
Why on-premise matters here
Review letters restate the client's position and your advice. Drafting them on the unit keeps that summary inside the practice, where the file already is.
Common questions
Do letters go out automatically?
Will they sound personal?
Where does the client information go?
See Dominion answering from your own documents.
A demonstration takes 30 minutes, uses no client data, and comes with no obligation.
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