Case · Wealth advisory
Calls that file themselves to the right client
Each call is transcribed, summarized and filed to the right client, so the next advisor has the full history.
- Client
- A wealth advisory firm
- Industry
- Wealth advisory · Canada
- The work
- Calls into the CRM
- Transcribes every advisor call
- Summarizes it into purpose, action items and follow-ups
- Matches the caller to the client and updates the CRMunmatched numbers are flagged, not guessed
- Acts on the follow-ups and owns the advice
Before
Where the time was going
Advisors wrote short notes after each call, or none. The CRM held a partial view of each relationship, and clients were asked to repeat themselves.
What was really going on
The phone vendor’s add-on charged per person, and its output wasn’t trusted enough for the CRM. The firm needed something it could control and audit.
How it runs today
- The systemTranscribes every advisor call
- The systemSummarizes it into purpose, action items and follow-ups
- The systemMatches the caller to the client and updates the CRMunmatched numbers are flagged, not guessed
- A personActs on the follow-ups and owns the advice
After
What changed for the firm
Every call is captured and searchable, hand-offs carry the full history, and cost no longer rises with each advisor.
More like this
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- Wealth advisory firmsReviews prepared and every client call on the record.
- The client review that prepares itselfQopia Financial
- Client letters that reach compliance already checkedLockstitch Financial
- Warm deals, flagged the day they go quieta digital marketing agency
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
What would this be worth at your firm?
In one working session, we find the process worth fixing first and show you what it’s worth.