Belfast, Northern Ireland – Templi, an AI-powered software solution, has launched in early September 2024. Designed for paraplanners and advisers, Templi allows users to generate suitability reports in seconds with the help of AI enhanced templates.
By automating the tedious writing element of suitability reports the hope is Paraplanners can regain time to perform other valuable tasks like technical support, research and client facing interactions. Similarly for IFAs who sometimes need to draft their own suitability reports, Templi aims to give them time back to focus on servicing their clients.
Co-founder Daniel Cooke notes ‘We wanted Templi to be the fastest and most flexible suitability report writing software in the market, all in a familiar format and that’s why we built the product to operate off AI enhanced templates instead of a more rigid wizard system where the operator fills in fields or manually populates report sections’.
‘The Templi system allows companies to import their existing word templates and add AI instructions. When it comes to generating a report, the user selects the relevant advice case template, attaches files relevant to the case like research, factsheets, emails, factfinds or meeting notes and hits generate. Templi will then write a full report in around 10 seconds. The user can make any personalisations or tweaks if they wish before exporting the report as a word doc or pdf’.
Templi began development in early 2024 and was able to quickly scale its prototype into a full-fledged solution thanks to funding from Techstart. The grant was awarded after the team completed the Co-Founders programme by Catalyst in Belfast.
Key Features of Templi:
● Suitability Report Writer: The core feature that uses AI to generate detailed reports in seconds using your templates.
● Template Manager: Customise, manage and update your report templates at any time.
● Client Manager: Streamlines client data management, making the report creation process more efficient.
● Inspector: This allows the user to review and understand exactly why the Templi AI has written certain pieces of text, where the source information was derived and provides an understanding and audit trail.
For more information visit https://templi.ai or contact Daniel Cooke at dan@templi.ai
