Hoxton Wealth: Transforming Client Service and Expanding Margins with AI
Our advisers might sit 10 meetings a week. Before Saturn it took 30 to 45 minutes after every meeting to produce notes. That's five to seven hours a week saved.
JJ - Hoxton Wealth
General focus
We can look after clients more efficiently and more effectively with AI, which allows us to expand our margin and reinvest in the business.
Saturn focus
With Saturn, the quality of our file notes are much improved, so our paraplanners can better understand the client in more depth. We’re giving better advice as a result.
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