Episode summary
AI Enhancement Features that Deliver
Summary
Libretto unveiled two AI enhancement features aimed at making advisor workflows more efficient and scalable: an AI client onboarding tool and MERT, an AI-powered strategy assistant. Allison Brown said the onboarding feature lets advisers upload one or multiple client data files, including intake forms and exports from other planning software, then quickly convert that information into Libretto’s total wealth framework and a first structured strategy draft.
Brown said MERT is meant to act as a strategy partner across the full planning journey, from building and refining advice to drafting client-ready communications. She said it can help surface issues, answer strategy questions, think through the implications of a financial decision, and draft letters that explain topics like liquidity, protective methods, and investment allocation in simple language.
The tools are designed to address three main friction points: data migration, client onboarding, and the sales process. Brown argued that by reducing time from intake to insight, advisers can spend more time on planning conversations, identify blind spots faster, and present a more personalized, rigorous proposal early in the relationship. She cited one user who turned around a “data dump” just 15 minutes before a meeting and used Libretto meaningfully the same day.
Key takeaways
- Allison Brown said Libretto’s new AI onboarding tool can turn uploaded client files into a structured strategy draft in a couple of minutes.
- Brown said MERT is intended to support advisers from strategy building through client communication, not just automate data entry.
- Libretto’s pitch is that advisers can reduce time from intake to insight and spend more time on the core planning conversation.
- Brown said the features help advisers show speed, rigor, and personalization early in the sales process.
- Libretto is positioning the workflow as scalable while keeping the advice advisor driven, according to Brown.
Notable quotes
“we are so excited to announce two of our major AI enhancement features to the system”
“one or multiple client data files and there you can think about any intake forms, any exports from other financial planning softwares”
“they're able to reduce the time from intake to insight, we like to say”
“the tool helps them to really have time to have those meaningful prospect and proposal conversations almost right away”
“they're able to scale that to their entire client and prospect base”
How the episode opens
Labretto has announced several new features here at T3 this week. So to break it all down with me, I'm joined by Allison Brown. Allison, thanks so much for chatting with me. — Yeah, likewise. Very excited to share some of our new features with you today.
All right. Well, let's get right into it then. I'm putting you in the hot seat. What has come out this week at T3?
Yeah, we are so excited to announce two of our major AI enhancement features to the system. The first is our AI client onboarding feature. And to take a step back, both of these features were designed in mind to make sophisticated device more efficient and scalable across our client base.
So that AI onboarding feature that I was mentioning, the idea there is a user, so an adviser can upload one or multiple client data files and there you can think about any intake forms, any exports from other financial planning softwares. So we designed it in mind with e-money, bright capital or moneyu pro or any prospect data that they have. They can use it, upload it to that tool and then quickly it's able to be transformed into our labretto total wealth framework and then they go from a blank screen to having this first structured strategy draft that has an idea of their client's financial picture.
And then the second tool is Mert, which is our AI powered strategy assistant.
Love the name. — Yeah. So we think about MERT as a strategy partner. So a few things that Merk can help with. It really supports the full journey from building to refining to communicating that strategy. So when we think about surfacing issues, it could also help with just user help questions or strategy questions.
From the episode’s captions: roughly the first two minutes, lightly cleaned. Keep watching on YouTube →
Topics
- ai onboarding tools
- ai strategy assistants
- financial advice efficiency
- advisor client data
- scalable advisory services
Companies and tickers mentioned
- Libretto
Watch the episode
Watch “AI Enhancement Features that Deliver” on YouTube
Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.
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