Every Client Touchpoint Clear, Consistent, and Compliant
From first email to post-meeting follow-up, keep messaging on-brand and on-side. AI-drafted replies, meeting summaries, and a single client view so nothing slips through the cracks.
Why it matters
- AI Drafts
- Meeting Summaries
- Call Notes
- Client History
Why Client Communication Breaks Down
Inconsistent tone, missed follow-ups, and scattered history make it hard to deliver a great client experience.
Everyone Writes Differently
Without a common standard, replies vary by broker. Brand and compliance can drift when everyone writes from scratch.
Meetings Leave No Trace
Calls and meetings happen, but key points and actions live in individual notes. Clients get inconsistent follow-up.
Follow-Up Relies on Memory
Manual reminders and to-dos mean some clients get too much contact and others get forgotten.
See it in the product
Real screens from the tools behind this solution.
Communication That Stays on Track
Results and capabilities that matter
Your style
Replies in Your Voice
Draftlee and integrated tools draft emails in your style with the right disclaimers and attachments. Edit and send in seconds.
Never miss
Summaries and Actions from Every Meeting
Collibry and meeting tools produce summaries and action items. Same standard for every client, every time.
One view
One Client Story
All emails, calls, and documents in one timeline. Anyone on the team can pick up the thread without digging through inboxes.
Always on
Timely Follow-Up
Automated sequences and reminders so the right message goes at the right time.
Frequently Asked Questions
Common questions about this solution
How does AI email drafting work for brokers?
Draftlee, part of the MAT suite, drafts emails in your firm's tone and style based on the context of each case. Brokers review and send in seconds rather than writing from scratch, keeping communication consistent and saving significant time across the team.
How does MAT handle meeting follow-ups?
Collibry produces meeting summaries and action items automatically after calls and appointments. The same standard is applied for every client, every time, so nothing gets missed and clients receive timely, professional follow-up.
Can the whole team see client communication history?
Yes. MAT stores all emails, calls, and documents in one client timeline. If a broker is away or a case is handed over, any team member can pick up exactly where things left off, without digging through inboxes.
Is automated communication FCA compliant?
Yes. All AI-drafted communications include the appropriate disclaimers and can be reviewed before sending. Call recordings and written communications are logged for compliance purposes as part of the standard workflow.
Lift Your Client Communication Game
See how MAT keeps client touchpoints clear, consistent, and compliant. Book a demo today.