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Paraplanner standing over completed client review packs on a boardroom table at dawn with Leeds skyline through the windows
AI SolutionsClaude CoworkWealth Management

How UK Wealth Firms Use Claude Cowork to Cut Review-Pack Admin by 80%

Your paraplanners spend three hours assembling each review pack. Claude Cowork does it by 8:45am using Scheduled Tasks, Computer Use, and Dispatch.

Marco Lobo
Marco Lobo·3 Apr 2026·6 min read