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AdvicePro Integration

Wyser ASSIST is fully integrated with AdvicePro, making your advisor experience completely seamless

The integration between Wyser ASSIST and AdvicePro streamlines case management for advice-giving organisations by allowing advisors to review and edit summaries inside AdvicePro before associating them directly with the relevant case. 

Key Benefits

  • Automated Transcription & Summarisation: Calls are automatically transcribed and summarised, reducing the time advisers spend on documentation.

  • Seamless Case Management: Summaries are visible in AdvicePro, and can be added to AdvicePro case records, ensuring quick recording of accurate notes.

  • Improved Compliance & Consistency: Standardised summaries enhance data quality and support compliance with reporting requirements.

  • Increased Adviser Efficiency: By reducing administrative work, advisers can focus more on client support.

How the Integration Works

  1. Call Recording: Wyser ASSIST receives audio recordings from integrated telephony systems or from manually files uploaded via AdvicePro

  2. AI-Powered Processing: ASSIST transcribes the conversation and generates a set of concise, structured summaries relevant to the organisation.

  3. Direct Entry into AdvicePro: The summary is reviewed and edited by the advisor within AdvicePro, and can be attached to the corresponding case file within AdvicePro in one click, ensuring seamless record-keeping.

  4. Review & Edit: Advisers can review, edit, and finalise the summary before it becomes part of the permanent case record.

Setting Up the Integration

To enable the integration, follow these steps:

  1. Ensure Account Access: You must have an active Wyser ASSIST and AdvicePro account with the appropriate permissions.

  2. Integration Setup: Contact your AdvicePro support team to enable the AdvicePro integration.

  3. Testing & Deployment: A test phase ensures the integration is functioning correctly before full deployment.

Frequently Asked Questions

Q: Can I customise the summaries generated by Wyser ASSIST?
A: Yes, Wyser ASSIST allows for customised summary formats to match your organisation’s requirements. Please contact us at support@wyser.online

Q: How secure is the data transfer between Wyser ASSIST and AdvicePro?
A: All data is encrypted in transit and at rest, ensuring compliance with industry security standards such as ISO27001 and Cyber Essentials Plus.

Q: Can I edit a summary before it is saved in AdvicePro?
A: Yes, summaries can be reviewed and edited before being finalised within the AdvicePro case record.

Q: How do I get support for the integration?
A: Contact Wyser ASSIST support via email at support@wyser.online or through your account manager for assistance with setup, troubleshooting, or customisation.

Next Steps

If you’re interested in enabling the Wyser ASSIST and AdvicePro integration, please reach out to your Wyser ASSIST representative or email our support team for more information.