Discovery
Capture objectives, circumstances, preferences and discussed risks consistently.
Meetwise for Financial advisory
Every advice conversation captured completely. From client objective to evidenced follow-up.
Meetwise structures client context, discussed options, considerations, disclosures, agreements and follow-up as a reviewable advice draft for professional assessment.
Every meeting
as a traceable advice draft with client objective, rationale and follow-up
Meeting intelligence
Annual review · wealth objectives
49 min · 3 participants · Client plan FP-26
ReviewSuitabilityFollow-up
Detected signals
- Changed client objective flagged explicitly
- Discussed risk trade-off captured as draft
- Missing documentation added as action
TranscriptIntelligenceActions
Built around your work
From discovery to periodic review, the advice remains traceable
Meetwise supports documentation; the adviser reviews suitability, content and the final recommendation.
Advice conversations
Retain options, considerations, explanations, client questions and choices.
Periodic reviews
Track changes, progress, new needs and required actions.
Compliance and file reviews
Make open evidence, checks, ownership and deadlines visible.
From conversation to action
Meetwise processes the meeting while the team keeps moving
Meetwise recognises client objectives, circumstances, discussed options, risks, rationale and agreements, creates a reviewable financial advice draft with explanation and follow-up and readies approved information for client record, CRM, compliance review, tasks and follow-up.
Capture
Record in-person, online and phone conversations without adding a meeting bot to the room.
Understand
Meetwise recognises client objectives, circumstances, discussed options, risks, rationale and agreements.
Structure
The meeting becomes a reviewable financial advice draft with explanation and follow-up.
Deliver
Approved information updates client record, CRM, compliance review, tasks and follow-up.
Financial advisory meeting intelligence
A clear advice record without manual write-up
Source context from the conversation stays connected to the draft and final professional review.
What Meetwise captures automatically
Client objectives and changes
Options discussed
Risks and trade-offs
Explanations and disclosures
Client choices and agreements
Actions and next review
Fits your stack
Advice context into CRM, client record and compliance workflow
Meetwise links conversation and client and readies reviewed outcomes for the existing advice stack.
Client and team access · traceable decisions · control before external delivery
Common systems in this workflow
See it with a real workflow
Process one synthetic financial-advice conversation
See client objectives, discussed options and follow-up come together in a clear advice draft.