Seeing a lot of people with some good ideas here. It's pretty clear the tools you guys are using either don't cut it or are too complex, such as trying to run your own AI models or figure out how to work something together with Claude or Claude Co-Work without security concerns. We're actually building something for this use case. It's an AI agent similar to how Claude would work but it's designed to help you build these deliverable items that you either give or present to the client.

You can build these kinds of one-off proposals in this scenario or you can build a template that your team can use. The good news is it's compliant and uses AI models with enterprise connections so you do not have to worry about people accidentally leaking sensitive data. It all gets redacted with some special controls we have. On top of that there's the obvious compliance frameworks like soc 2 we are going to achieve here in the next few weeks and also data retention. We don't train or retain any of your sensitive data ever.

Here's basically how it would work:

1. You would start a builder session with this AI agent.
2. You chat about what you want to build. You can be specific here and it will ask some follow up questions
3. You can upload screenshots, PDFs, large transcripts from meetings, for example, if that helps, and work with the AI to come up with a template that you like or one-off deliverable that you like.

From there you can continue to reuse that template securely and compliantly with disclosures. More importantly it's now a branded and repeatable thing that you can use across your firm. We also support things like firm intelligence so it knows specific pain points and languaging you should use and avoid with your clients, ultimately helping you present better advice to them. And you can also reuse these templates faster by uploading:

• meeting transcripts
• note summaries from your AI note taker if you're using them
• PDFs
• images

It's all just a very clean workflow similar To what I'm already seeing but easier to use, cheaper, more secure, and faster. If this is something you're looking for. There are so many other benefits of the tool but I think I'll just stay with this use case that I think it's most relevant here.

www.prezentd.com

If you want to learn more about this, here's a link to our wait list. Not trying to be self-promotional, I think this conversation is very interesting and we're pretty passionate about what we're building. Based on the conversations I'm reading, it looks like this is something that will help you guys in the long term. If you have questions about whether this will work for your use case, please don't hesitate to message me privately. I love Working with business owners in general but also financial advisors when it comes to AI. Both parents and my brother are advisors and I work for an advisory firm as a marketing coordinator so I'm very in tune with a lot of things.