As a financial advisor you accompany people through the big decisions – yet your own knowledge is usually scattered: client data in your inbox, contracts in a spreadsheet, open tasks in your head. snori brings it all into one place and gives every household a clean structure that already exists before you draft the first concept.
Why advisory knowledge falls apart so quickly
Between intake meeting, review and ongoing support you juggle dozens of small facts: where does this household stand – review, concept or implementation? Which appointment is agreed, which document is still missing? When those threads live across WhatsApp, docs and calendar, you lose time searching – and, in the worst case, the overview of a client waiting for your reply. That quietly erodes the trust an advisor lives on.
How snori sets up your advisory day
You create a workspace, pick the financial advice template world – and your space is filled. Not a blank page, but a thought-through foundation: prospects, clients, advice packages, meetings and an "engagements & milestones" table that shows you per household where the advice stands. snori orders your work and gives no investment or pension recommendation itself – the concrete recommendation and the documentation duty stay with you.
The pages snori creates for you right away
- My business – positioning, brand profile and approach as the foundation
- Offers & advice packages – financial check, pension concept, ongoing support, per package in a real table
- Prospects – every enquiry with status and next step, plus a first-meeting guide
- Clients – one profile per active household for the thread
- Engagements & milestones – review, concept, implementation at a glance
- Meetings – a minutes template and the chronicle of your appointments
- Tasks & steering – everything open in one place
- Marketing & content – a content plan and key messages
- Documents – shareable intake forms and your own legal texts
Your AI helps out – only as far as you allow
Connect ChatGPT, Claude or another AI directly to your advisory workspace. It can then summarise meeting minutes, find clients with no next step or build texts from your positioning – but strictly within the limits you set. Your AI can never do more than you can: for each area you decide whether it may only read, add to, or touch nothing at all. And because snori versions every change, nothing is lost when you experiment. You can also use snori entirely without AI – the connection is an extra, never a requirement.
Share concepts and overviews with a link
A pension concept for a client, an overview of the next steps, an intake form for your website: in snori you turn any page into a shareable link – with no account needed for the recipient and without exposing the rest of your workspace. You add your own logo, hide the snori note, protect it with a password or expiry date, and see in the overview how often it was opened in the last 24 hours, 7 or 30 days. An intake form as a form even adds existing contracts and goals to a list automatically.
Secure, German, nothing gets lost
Financial data is highly sensitive. snori stores your content encrypted in an ISO/IEC 27001-certified data center in Germany, two-factor sign-in is mandatory, and every page can be rolled back to an earlier state. Deleted items sit in the trash for 30 days. So you work with peace of mind – even when an AI is writing alongside you.