Client onboarding
Capture objectives, family context, horizon, preferences and missing information.
Meetwise for Wealth management
Every client conversation translated into objectives, decisions and personal follow-up.
Meetwise structures conversations about wealth, objectives, risk preferences, portfolio choices and family context, keeping client agreements together with their source context.
Every meeting
as searchable investment context with decisions, actions and source evidence
Meeting intelligence
Jansen family · portfolio review
63 min · 4 participants · Annual review
ObjectivesAllocationFollow-up
Detected signals
- Liquidity objective for property captured
- Risk preference flagged for confirmation
- Tax adviser added to next step
TranscriptIntelligenceActions
Built around the investment workflow
Every conversation strengthens the same investment memory
Meetwise adapts the structure to the conversation and keeps people, companies, investments, decisions and open questions connected.
Portfolio reviews
Connect performance, allocation, risk and agreed changes to the client record.
Advice conversations
Retain options, explanations, client choices, conditions and next steps for review.
Specialist collaboration
Keep agreements with tax, legal and other advisers in the same client context.
From conversation to investment action
The write-up happens while the investment team keeps moving
Meetwise turns a recorded meeting into a reviewed investment update and readies the selected information for the right team and system.
Capture
Record in-person, online and phone conversations through the same Meetwise workflow.
Recognise
Meetwise identifies participants, organizations, investment context and recurring themes.
Structure
The meeting becomes a consistent update with signals, decisions, questions, actions and source context.
Deliver
Approved information moves into the selected task, CRM, deal or portfolio workflow.
Investment intelligence
The information the team needs for its next decision
Not generic notes, but a reviewable working layer around the investment, portfolio and responsible people.
What Meetwise captures automatically
Client objectives and priorities
Options and trade-offs discussed
Risk preference and horizon
Portfolio agreements
Actions, owners and deadlines
Personal client follow-up
Fits your investment stack
From meeting to the right investment and follow-up process
Meetwise connects meeting context to the client, household and advisers and readies reviewed outcomes for CRM, portfolio, document and Microsoft workflows.
EU-hosted workspace · team-based access · control before external delivery
Common systems in this workflow
See it with a real workflow
Process one wealth management meeting with Meetwise
Bring a representative meeting. We show the intelligence, actions and follow-up context Meetwise extracts.