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Learning about Document Workflows in Paraplanning (Benchmark)

rohan01rohan01 Member
in General

Hello!
I am Rohan. I am trying to learn about document workflows and AI governance in paraplanning and advice firms. I am doing a research and running a benchmark survey. It would be really helpful if you can help me fill this up.
Survey Link: https://forms.chunkbase.ai/uk-advice-firm-document-operations-benchmark-2026

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  • rohan01rohan01 Member

    Hello everyone!
    Is it possible if you guys can help me out understanding these workflows?
    And if possible, please fill in the survey. It won't take more than 5 minutes of your day
    Thank you so much

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