Accelerating Client Reporting with AI-Powered Document Summarization

• Professionals in financial services frequently work with dense documents—investment reports, regulatory filings, risk analyses, and client onboarding files.
• Summarizing these for decision-makers or clients is time-consuming and often repetitive, pulling staff away from higher-value work.

Alppoint.ai's Client Brief Generator allows teams to upload documents and instantly generate polished summaries. Users can choose tone (executive, analytical, advisory) and purpose (internal use, client-facing, board-ready).

Whether it's a 50-page report or a multi-document pack, AI extracts the key points, risks, and recommendations—delivering clear insights in minutes.

• Upload PDF, DOCX, or plain text files
• Automatically extract and summarize key points
• Customizable tone and format (e.g., executive summary, 5-bullet brief)
• Handles multiple document types: financials, risk reports, regulatory texts
• Ready for integration into portals or internal dashboards

• 80% reduction in manual summary time
• 4x faster turnaround on board or client-ready briefs
• Increased clarity and consistency in messaging
• Time savings free up analysts and advisors for strategic work