True Potential launches Smart Assistant AI tool for advisers

True Potential has unveiled Indigo Smart Assistant – a new AI tool which aims to enhance how advisers work and help drive better financial outcomes. 

Working within True Potential’s secure platform, Indigo Smart Assistant connects every step of the advice journey - from the first client conversation through to final checks before submission. 

By turning information captured in meetings and calls into structured, usable data, the tool automates processes and allows advisers to work swifter and smarter.

As well as including a full suite of tools, Indigo includes a fact find review feature, reviewing client submissions against compliance and fact-finding standards to identify missing, incorrect or inconsistent details early, ensuring submissions are complete and compliant.

Key features include:

• Client meeting capture: Records meetings in real time and instantly generates summaries, full transcripts and automated fact find completion.
• AI message helper: Assists advisers by drafting personalised client communications quickly and accurately.
• Dictation app: Allows advisers to capture notes on the go and convert speech into structured text instantly.
• Video call capture: Enables advisers to book and hold secure video meetings without additional downloads, with instant summaries and transcripts sent straight to client files.
• Fact find review: Built directly into the client-fact find workflow, Indigo Smart Assistant automatically reviews information against compliance and fact-finding standards.

Jamie Sexton, Chief Client Officer of True Potential LLP, said: “True Potential continues to be at the forefront of technology innovation, and Indigo Smart Assistant® represents the next step in how we keep ahead of the curve. 

“This is the start of our AI journey and how we intend to continue to bring value to our advisers and their clients. They are at the at the heart of everything we do – and by reducing administration and improving accuracy, we’re giving advisers more time to focus on delivering exceptional financial advice that helps them achieve better outcomes and do more with their money.”