Meeting Insights

Overview

Captures, transcribes, and summarizes client meetings directly into the CRM, highlighting key discussion points, decisions, and action items. The agent ensures no insights are lost and that relationship managers have structured follow-ups for each engagement.

Capabilities

Transcribing meeting audio and extracting key discussion highlights.

Summarizing decisions, next steps, and client interests.

Linking notes automatically to CRM client profiles.

Suggesting follow-up tasks and reminders.

Pricing

To find out more about pricing, reach out to us:

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