Prime Highlights:
- Ani Pulse helps financial advisors focus on clients by organising priorities and handling routine tasks automatically.
- The platform gives firm leaders a clear view of overall performance and tracks workflow, workload, and potential issues in real time.
Key Facts:
- Daily summaries called Ani Stories show team achievements and important trends.
- Live Pulse displays real-time activity, while the system also manages tasks like emails, meeting notes, and spotting risks.
Background:
Ani Tech, a leading technology platform for financial services, has launched Ani Pulse, a command centre designed to make daily work easier for financial advisors in the UK. The platform helps advisors focus on serving clients by organising priorities and handling routine tasks automatically.
Unlike traditional dashboards that need constant checking, Ani Pulse gives each advisor a clear view of the most important tasks. Every morning, it shows the five to ten most important tasks that need attention, while handling other routine work behind the scenes. This helps advisors spend less time on paperwork and work more efficiently.
The platform also helps firm leaders by giving a clear view of overall performance across the organisation. By consolidating operational data and highlighting areas requiring attention, Ani Pulse helps management make informed decisions quickly.
Ani Pulse offers several features to support both advisors and firm-wide operations. The system keeps track of workflow, advisor workload, and data quality using a red, amber, and green status. Daily summaries, called Ani Stories, show team achievements and important trends, while Live Pulse lets leaders see what staff are working on.
It also helps with everyday tasks like tracking emails, preparing meeting notes, and spotting potential problems or delays. This ensures important issues are noticed and handled quickly, helping the firm run more efficiently.
Samantha McBride, founder of Ani Tech, commented, “We created Ani Pulse to let technology handle routine processes so advisors can concentrate on what they do best, building client relationships. This tool prioritises what matters most each day, making workflows simpler and more efficient.”
Ani Pulse is the first industry-specific release from Ani Tech, with tailored versions for investment management and investment operations expected in the near future. The launch shows the company wants to make financial services easier and help firms serve their clients better.