Step 01
The meeting happens
MeetingWise records the conversation with client consent. That is it. The advisor stays focused on the client.
For financial advisory firms
Your advisors give advice. MeetingWise does the rest.
After every client meeting, MeetingWise produces the summary, action points, compliance check and follow-up so your advisors do not have to.
Live in 24 hours. No IT. No integration project.
Free for 30 days
Personal onboarding included
No credit card required
The problem
Your best advisors are paid to give advice. Not to write it up.
After every meeting, they spend an hour on summaries, action lists, compliance checks and follow-up emails. That is time not spent on clients. It cannot scale. And it will not get easier on its own.
Save up to
78%
of post-meeting admin time
How it works
Meeting ends. Admin is done.
Three steps. No new habits. No learning curve.
Step 02
MeetingWise does the work
It produces the meeting summary, action points, compliance check and client follow-up. Not a transcript. The finished deliverables.
Step 03
The advisor reviews and sends
Your advisor gets a finished draft, not a blank page. They approve it. It goes out. Done in minutes, not an hour.
A digital colleague with unlimited skills
Start with one workflow. Keep adding skills.
MeetingWise can begin with post-meeting admin and grow into the workflow your firm actually needs.
01
NewSend notes straight into CRM
Turn relevant meeting insights into CRM-ready notes automatically so advisors spend less time retyping and follow-up starts faster.
02
NewCoach junior advisors on file quality
Use structured meeting output to help junior advisors work more consistently and learn faster what a strong client file requires.
03
NewSpot missed sales opportunities
Detect commercial signals from conversations that would otherwise disappear into memory or scattered notes.
04
NewPrepare draft offers faster
Use the context from the advisory conversation to reach a first draft proposal or offer faster without starting from scratch.
05
NewMap risk and portfolio signals
Make patterns in client questions, risks, and needs visible so the firm can act more deliberately on follow-up and portfolio development.
06
NewSpot churn and retention risk earlier
Detect early signs of doubt, dissatisfaction, or changing needs so your firm can intervene before revenue or client relationships come under pressure.
The difference
Other tools capture the conversation. MeetingWise keeps the work moving.
Where solutions like dictaphones, Plaud, and other audio and transcription tools mainly record or transcribe, MeetingWise moves the conversation forward into analysis, compliance, and follow-up.
Other tools
Gives you only a raw transcript
Your advisor still writes the summary
Your advisor still works out the action list
Compliance check is still manual
Follow-up email still has to be drafted manually
MeetingWise
Finished meeting report, ready to send
Meeting summary, generated automatically
Action points worked out
Compliance check, built in
Client follow-up email, drafted
Built for regulated firms
Compliance built in from day one.
Data
Client data never leaves Europe and is never used to train AI models. Ever.
Control
Your advisor approves every output before it is final. The human is always in charge.
Governance
Full documentation available before rollout. EU AI Act: Limited Risk classification.
Pricing
More cost-effective than hiring a junior. Faster results.
Start here
Pilot
€0
Free for 30 days
Live in 24 hours. Start without IT integration. Fully compliant.
Most popular
Pro
€199
per advisor / month
Everything included. No hidden costs. No integrations required. Cancel any time.
Larger firms
Team
€149
per advisor / month + €2,500 setup
Volume pricing for five or more advisors. Dedicated onboarding and rollout support.
The comparison is not software versus software. It is MeetingWise versus hiring another employee to do the same post-meeting work.
Quick wins
Start today. See results this week.
Your advisors are ready to spend more time on clients. You just need to give them the tool.
Live in 24 hours
Free for 30 days
No IT required
Personal onboarding
Or send us a message. We will set you up personally.