Intelligent Capture
Turn Client Conversations into Strategic Assets. Automatically.
Financial advice is about human connection. The administration around it is a drain on your time and a source of risk. With Intelligent Capture, you compliantly record conversations, automate documentation and unlock commercial and legal value from every client interaction.
From Conversation to Compliant Record in Minutes
Consent-First Recording
Legally sound. Every recording begins with an explicit, logged client consent, ensuring full compliance.
AI Summaries & Transcripts
Receive accurate, structured summaries and full transcripts immediately after each meeting. No more manual note-taking.
Automated Action Items
Our AI extracts key decisions, tasks and deadlines, preparing them for your CRM, email, or task manager.
Real-Time Compliance Guardrails
Proactively flags risks, mentions of specific products and key compliance topics based on current regulations.
Instant Follow-Up Drafts
Automatically generates concise, client-centric draft emails for meeting follow-ups and advice confirmation.
Strategic Growth Insights
Uncover cross-selling and upselling opportunities within your client base, turning administrative work into growth.
Built for the Modern Advisor
For financial advisors and firms aiming to elevate quality, mitigate risk and reclaim valuable time—without compromising on trust or compliance.
Ready to Innovate with Confidence?
Stop letting compliance risk slow you down. Start accelerating your business.