More advisor capacity
Less time spent on reporting and follow-up creates more time for clients and advisory quality.
MeetingWise
From conversation to file-ready in minutes
AI for advisory firms in insurance, mortgages, pensions, accounting, and notarial services. MeetingWise automatically turns conversations into transcripts, summaries, action points, and auditable reporting.
Why organizations choose MeetingWise
Built for regulated advisory practices
Designed for duty-of-care workflows, file quality, and auditability in compliance-heavy environments.
EU hosting and privacy-first setup
Data handling follows European guardrails with clear retention windows and traceable flows.
No customer-data reuse for training
Customer data is never reused to train or improve underlying models.
Source references and auditability by default
Outputs include traceable grounding to support internal review and control processes.
Immediately usable post-meeting output
Transcripts, summaries, action items, and decision points fit existing file and follow-up workflows.
Start without a heavy IT program
Integrations are optional, so teams can validate value quickly before broader rollout.
Too much administration costs time, quality, and growth
Many advisory teams lose a large part of each day to notes, reporting, and control work. In regulated sectors, this is not just inefficient, it is a risk.
The result of MeetingWise: less admin time, stronger case files, and more room for client-facing work.
What MeetingWise does for you
After each conversation, MeetingWise delivers output that is directly usable in your workflow:
- • Conversation transcript
- • Summary with source references
- • Action items with ownership
- • Discussion and decision points
- • Checks on critical advisory topics
- • Output usable for file building and internal follow-up
Not generic meeting notes, but output aligned with regulated-service requirements.
What this delivers
Stronger recordkeeping
Conversations are captured more consistently with better traceability than manual notes.
Lower omission risk
Structured summaries and checks reduce the chance of missing key information.
Safer AI adoption
Built for organizations that want AI value without concessions on privacy, governance, and control.
Scalable across domains
Suitable for insurance, mortgages, pensions, accounting, and notarial advisory work.
Need to validate the business case first?
Use the ROI calculator to quantify expected impact on time savings, capacity, and file quality for your organization.
Calculate ROIHow it works
1. Start the conversation
Place your phone or laptop and start recording.
2. MeetingWise processes the conversation
Audio is converted to text and transformed into structured output.
3. Receive immediately usable results
You get practical output without extra manual processing.
- • Transcript
- • Summary
- • Action items
- • Decision points
- • Relevant checks
- • Source references
4. Use it in your file or workflow
Apply output in your file, CRM, or existing process. Integrations are possible, but not required to start.
Built for trust and control
- • Fully European and privacy-first architecture
- • Built for compliance-intensive sectors
- • AI supports advisors but does not decide
- • Transparent, explainable, and auditable by design
Who MeetingWise is for
MeetingWise fits organizations that:
- • operate in regulated advisory environments
- • prioritize file quality and auditability
- • want lower admin load without losing control
- • want safe AI adoption without a heavy IT trajectory
Less suitable for organizations that:
- • only need generic meeting notes
- • expect autonomous AI decision-making
- • do not need compliance, governance, or controllability
- • are comfortable with their (customer) data being used to improve models for other organizations
Choose the plan that fits your meeting volume
Simple pricing for solo advisors, full-time professionals, and growing teams.
Save with yearly billing
Trial
Best for trying the value in real conversations
€ 0
Try MeetingWise free for 1 month or up to 150 minutes.
What's included
- 150 minutes included
- 30 days data retention
- Transcription
- AI summaries
- Action points
- Wft check
- Exports
- SSO + MFA
Starter
For part-time advisors
€ 119/month
For advisors handling up to 15 meetings per month.
What's included
- 450 minutes per month
- € 0.20 per extra minute
- 30 days data retention
- Transcription
- AI summaries
- Action points
- Wft check
- Exports
- SSO + MFA
- Customer message
- Audit log
Most popular
Professional
For teams with a full advisory rhythm
€ 199/month
For full-time advisors handling up to 35 meetings per month.
What's included
- 900 minutes per month
- € 0.09 per extra minute
- Custom data retention setup
- Everything in Starter
- Sales analysis
- Performance dashboard
- Internal policy assessment
Enterprise
For mid-sized advisory teams with standard CRM workflows
€ 149/month
€ 2.500 setup
Built for teams with 5+ seats that need rollout support and scalable workflows.
What's included
- 900 minutes per user per month
- € 0.09 per extra minute
- Custom data retention setup
- Everything in Professional
- SCIM
- Multi-seat onboarding and setup
Compare plans at a glance
| Feature | Trial € 0 | Starter € 119/month | Professional € 199/month | Enterprise € 149/user/month + € 2.500 setup |
|---|---|---|---|---|
| Included minutes | 150 total | 450/month | 900/month | 900/user/month |
| Overage | None | € 0.20/min | € 0.09/min | € 0.09/min |
| Data retention | 30 days | 30 days | Custom setup | Custom setup |
| Transcription | ||||
| AI summaries | ||||
| Action points | ||||
| Wft check | ||||
| Exports | ||||
| SSO + MFA | ||||
| SCIM | ||||
| Sales analysis | ||||
| Performance dashboard | ||||
| Internal policy assessment |
Why teams upgrade
From Trial to Starter
Get enough monthly minutes to use MeetingWise as part of your real workflow, not just as a test.
From Starter to Professional
Cut overage costs, unlock more analysis, and support a growing firm with a high volume of client conversations.
From Professional to Enterprise
Standardize usage across multiple advisors, connect workflows, and roll out with the right setup.
Frequently asked questions
Is MeetingWise secure and privacy-first?
Yes. MeetingWise uses EU hosting, controlled data handling, and security controls aligned with regulated use.
Do you use customer data for model training?
No. Customer data is not used to train models.
Do we need integrations to start?
No. You can start without mandatory integrations and add them later when useful.
Does the advisor remain responsible?
Yes. MeetingWise supports advisor work but does not make advisory decisions.
Can this work across multiple advisory domains?
Yes. MeetingWise is designed for use across multiple regulated advisory domains.
Ready to see how this works in your practice?
Book a demo and see how to move from conversation to usable, auditable output without added administrative drag.