Suitability Letter Generation
Draft personalised, compliant suitability letters in minutes — pre-filled from your CRM, evidence-backed, and audit-ready.
Auto-draft suitability letters from your existing case data.
Curvestone assembles the advice rationale, disclosures, costs/fees, risks, alternatives considered, and next steps — then outputs a polished Word/PDF with evidence pins and a full audit trail. Review, tweak, and send in a fraction of the time.
Inputs
- CRM case data and documents: Fact Find, recommendation notes, product/KFI or ESIS, quotation/illustrations, risk profile, disclosures, fees & charges, vulnerable customer/capacity notes, lender/provider details
- One trigger: automatic at recommendation or manual run
Outcomes
- Draft suitability letter (Word/PDF) with client-specific rationale and disclosures
- Sectionised content (objectives, needs & budget, product suitability, risks, alternatives, fees/charges, next steps)
- Evidence pins to supporting documents and data fields
- Auto-population of client, product, and cost figures; variable text for protection/mortgage/investment contexts
- Versioning, redlines, and approval workflow; e-signature-ready output
- Optional tasks back to CRM for outstanding info and confirmations
Step by step
Pull case data & docs from CRM and templates
Pull case data & docs from CRM and templates
Generate first-draft letter using your policy template + product rules
Generate first-draft letter using your policy template + product rules
Route for review & approval; push final to CRM/inbox/e-signature
Route for review & approval; push final to CRM/inbox/e-signature
Pull case data & docs from CRM and templates
Pull case data & docs from CRM and templates
Generate first-draft letter using your policy template + product rules
Generate first-draft letter using your policy template + product rules
Route for review & approval; push final to CRM/inbox/e-signature
Route for review & approval; push final to CRM/inbox/e-signature
Typically processing time
≈ 60 seconds (typical) for first draft
Pain Today
Impact with Curvestone
Advisers spend 30–90 mins drafting per case; repetitive copy/paste from CRM and PDFs
Inconsistent wording and missed disclosures increase rework risk
Compliance teams edit for tone/policy, adding delays before submission
Hard to evidence Consumer Duty (alternatives, costs, risks) across the book
Letters in minutes, not hours — consistent, evidence-backed wording
Auto-filled facts/figures with dynamic text per product and client context
Audit-ready output with version history and approvals
Free compliance from copy-editing; focus on exceptions, not first drafts
Savings Calculator
Remove the barriers to AI transformation by effortlessly solving real business problems in minutes.
Hours saved (annually)
Annual savings
Security & compliance
ISO-27001 · UK data residency · FCA compliant audit logs
Questions & Answers
How long does setup take?
Can we keep our tone of voice and branding?
How do compliance sign-offs work?
Cert No. 19087
© 2025 Curvestone Ltd.
Curvestone is a trading name of Curved Stone Limited registered in England No 09249565.
Registered Office: 55a Fermoy Road, London, W9 3NJ. VAT Number: GB 279018677.
