AI assistance

Digital assistance that keeps transactions moving

 AI-powered digital assistance keeps your team one step ahead, providing instant answers, real-time updates and helpful guidance to make everyday tasks easier, reduce delays and keep transactions moving smoothly. 

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meet clara

Your team's new helping hand

  • Clara keeps your team one step ahead with live case updates
  • You receive a summary each day of what’s changed across your dashboard
  • You can ask anything about a case and get answers instantly
  • Clara guides clients through every stage in plain English
  • Steps in immediately when someone gets stuck or has a question

Your practically perfect digital assistant, keeping your clients and transactions moving forward. 

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AI support

AI supports the groundwork while experts make the decisions

Clara is used for specific jobs where it saves time or catches something a person might miss. Every compliance decision stays with a specialist, and your firm’s decisions stay with you.

Customers

Help with the question in front of them

Clara explains the task the customer is on, in context, with a route to a support person if they need one.

Customers

Problems spotted before submission

Documents are pre-checked against what the question needs, so customers can fix issues early. It doesn’t replace the specialist assessment.

Compliance Specialists

Contradictions highlighted

Documents and declarations are compared, and inconsistencies are raised for a reviewer to examine. The reviewer decides what happens next.

Compliance Specialists

Draft assessment summaries

Clara drafts the assessment narrative from the structured facts and review notes. Compliance specialists review, edit and approve it.

Support

Conversations summarised

Support conversations are summarised for handovers to the Coadjute support team. All details retained on file.

Quality

Continuous improvement

Every correction made by a compliance specialist helps improve future checks, reducing errors, unnecessary delays and the need to repeat work. 

Keeping your transactions moving with confidence

 Less admin, fewer delays and smoother transactions, with AI taking care of the groundwork and experienced specialists making the decisions, so your team can focus on selling property. 

Future proof your AML compliance ready for what’s next

Speak to an expert