Stuart Riddle, Managing Director at Knkt Interactive and creator of Claras.ai, discusses his innovative AI tool that transforms meeting transcripts into compliant financial file notes. He highlights how Claras.ai reduces administrative burdens and enhances communication between advisors and clients. The podcast dives into the importance of specialized templates over generic note-taking tools, ensuring efficiency and privacy. Stuart also elaborates on the integration of AI in CRM systems, showcasing the future potential of tech in financial services.