True Potential has launched a proprietary artificial intelligence (AI) tool that aims to develop how advisers and clients work, helping drive better financial outcomes.

The tool, Indigo Smart Assistant, works within True Potential’s platform and connects each step of the advice journey.

It will use information from meetings and calls and turn them into usable data to automate processes, and enable clients and advisers to work more efficiently.

Features include client meeting capture, an AI message helper, a dictation app, video call capture, and fact find review that reviews information against compliance standards.

True Potential said the features would allow advisers to move through meetings and processes with greater confidence.

Further developments to Indigo Smart Assistant are planned for 2026, with more features being added to the tool in the coming months.

“True Potential continues to be at the forefront of technology innovation, and Indigo Smart Assistant represents the next step in how we keep ahead of the curve,” said True Potential chief client officer, Jamie Sexton.

“This is the start of our AI journey and how we intend to continue to bring value to our advisers and their clients.

“They are at the at the heart of everything we do – and by reducing administration and improving accuracy, we’re giving advisers more time to focus on delivering exceptional financial advice that helps them achieve better outcomes and do more with their money.”

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