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An AI assistant that knows your clients and your firm.

An AI assistant for financial advisers that answers from your back office, documents, emails and meeting transcripts, and shows where every answer came from.

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Templi

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Close Mortgage Protection Shortfall
Chidi’s Inheritance Tax Position
Draft Annual Review Follow-Up Email

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Compliance

Northfield Pension Review

Sarah Winters · sarah.winters@example.com

What did Sarah decide about her Northfield pension at her review, and what is still open before Thursday's meeting?

At her review, Sarah Winters asked for Northfield’s expression of wish to name Emma, whatever happened with the pension. She wanted a simpler arrangement, but the review record says no transfer or consolidation was agreed. The later pension review report recommends a transfer; that is advice for Sarah to consider, not her recorded decision.

Before Thursday’s meeting, the points to settle are:

Her decision on the proposed transfer, including whether she wants to give up Northfield’s 0.45% annual charge and default-arrangement charge cap. The report’s next steps still call for application and transfer forms to be signed.
The expression of wish. Sarah asked for the change straight away, but Northfield’s later reply still recorded Richard as the nominated beneficiary. I found no confirmation that Emma’s nomination has been completed.
Lasting powers of attorney. The review actions say Sarah would think about them; no decision was recorded.

I found no client task or recorded deadline confirming these actions were completed.

How advisers use Templi Chat.
Cited answers. Approved actions.

Answers

Ask about any client

Plans, holdings, contact history, what was agreed — Templi Chat answers from your back office, documents, emails and meeting transcripts, with the source cited on every claim.

Templi Chat listing what is still open for Sarah Winters, each point linked to the review record or report it came from

Review preparation

Prepare for a review in minutes

Ask what has changed since the last review and get a briefing with every source linked.

Templi Chat answering an annual review preparation request with a cited client briefing

Client letters

Drafts the follow-up

Draft the follow-up email from the meeting, in your firm’s style, ready to check.

Templi Chat drafting Maggie Barrett’s follow-up email from her annual review

Questions

Asks, doesn't guess

When it needs more than the record holds, Templi Chat asks you directly instead of filling the gap.

Templi Chat asking for the outstanding mortgage balance before drafting the Lindqvists’ protection letter

Ad-hoc documents

Generates documents on demand

Ask for any document — a client summary, a review pack, a letter, a suitability report — and Templi drafts it from the same records, ready to check.

suitability report software

A one-page inheritance tax summary for Chidi Okonkwo, drafted from the chat

Your context

Answers from your records,
not the internet.

A generic assistant guesses from the open web. Templi Chat reads the systems your firm already trusts, and your firm's own wording and rules are loaded into every answer.

The firm’s house style note, loaded for every agent

Your back office The Intelliflo, Xplan or Plannr record behind every answer
Your documents and emails Statements, letters and threads on file
Your meetings Transcripts of what was actually said
Your firm’s wording Your terms and rules loaded into every chat

Peter Robbins, Director at Henwood Court — Peter Robbins Director, Henwood Court

See Templi Chat answer about a real client of yours.

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Works with the systems your firm already runs on

All integrations

Built for regulated advice

Client data is never used to train foundation models. Access is limited by role, and every policy and control is documented in our trust centre for your due diligence.

Security at Templi Trust centre

ISO 27001 In progress
ISO 42001 In progress
No training on your data Always
Role-based access Standard
Human approval before write-back Standard

FAQ

AI assistant questions.

What can I ask Templi?

Anything about a client that is in your connected systems: the back office record, plans, documents, emails and meeting transcripts.

How do I know an answer is right?

Every answer cites its sources, so you can open the field, file or transcript it came from.

Can it change client records?

Only with your approval. Proposed changes are shown before anything is written to your back office.

Does the AI assistant connect to our back office?

Yes — Templi reads Intelliflo, Xplan, Plannr, Microsoft 365 files and email, and writes back only the changes you approve.

How is Templi Chat different from ChatGPT or Microsoft Copilot?

Templi Chat answers from your own client records, not the open internet. It reads your back office, documents, emails and meeting transcripts, shows the source of every answer, and asks before it changes anything.

Is our client data used to train AI?

No. Client data is never used to train foundation models. Every policy and control is documented in our trust centre for your due diligence.

Bring a client question. Watch Templi answer it.