The Problem
Advisors manually take notes during client meetings, but this vital information rarely makes it into the CRM in a structured, usable way. This leads to forgotten action items and missed opportunities, forcing advisors to re-discover information in subsequent meetings. The pain is felt by advisors who waste time on admin, and by firm leadership who lose valuable data and face compliance risks.
Revenue Impact
Missed cross-sell opportunities and increased churn risk due to forgotten client details
Cost Impact
Advisors waste 3-5 hours/week on non-billable data entry and admin
Risk
Compliance gaps due to insufficient documentation of 'Best Interest' advice (Reg BI)
Conversation Analyst
AI AgentProcesses raw audio to extract meaningful client intelligence from casual conversation.
What The AI Does
Transcribes multi-speaker audio with financial terminology
Separates social updates from financial updates
Identifies implied sentiment and emotional cues
Extracts key dates, amounts, and names mentioned
CRM Sync Engine
AI AgentTakes the analysis and formats it strictly for the firm's system of record.
What The AI Does
Drafts the formal Meeting Note entry
Creates Task objects for action items
Updates client profile fields based on new information
Generates follow-up email draft based on discussion
Advisor Quick Review
Human Review30-second checkpoint where the advisor confirms accuracy before committing to CRM.
Review Criteria
Expected Impact
Moving from 'memory-based' relationship management to 'data-driven' client service.
Before:
Advisors split attention between listening and typing, followed by hours of manual data entry or incomplete records.
After:
Advisors focus 100% on the client; comprehensive notes, tasks, and compliance logs appear in the CRM within minutes after the call ends.
Result:
90% reduction in post-meeting administrative time