What if admin took care of itself?
Advisory AI

What if admin took care of itself?
Customer story video for AdvisoryAI

AdvisoryAI automates meeting notes and compliance checks for financial advisors. The software is smart, but they didn’t need a video to tell you that. Instead, they needed a customer story film that shows the cascading real-world impact this one tool has for the people that use it – and their clients.

The film asks a simple question: what if the admin took care of itself? Financial advisors Freddie, David and Neil tell the story of how Brooks Macdonald transformed client meetings by using AdvisoryAI – a simple change, with big consequences: less paperwork, more quality one-on-one time with clients, greater focus, connection and understanding, and better outcomes for everyone.

By focussing on real human impact, the film – an example of the story-led corporate video production we specialise in – takes other financial advisers on that same journey, from problem to solution and impact, letting them imagine how they too would benefit from using AdvisoryAI.