Turn a meeting transcript into a summary, client-record updates, a follow-up draft, and an action list.
After a client call, the agent identifies key discussions, decisions, commitments, and next steps. It prepares client-record and email drafts in a review dashboard before anything is saved or sent.
Draft client-record updates and a personalized follow-up email
An internal action checklist with suggested timing
How the agent works
01
Read the conversation
Process the transcript and relevant client context after the call.
02
Separate decisions and actions
Identify what was discussed, agreed, promised, and left to do.
03
Prepare drafts for approval
Create client-record updates, a client email draft, and an internal action list.
People stay in the loop
AI prepares the work. People make the call.
The advisor reviews client-facing follow-up and client-record changes before they are sent or saved. Fin9 prepares the work; the advisor remains responsible for advice and client decisions.
Related agent
Prepare for client meetings
Prepare a focused client brief from email, client records, past meetings, and open actions.
