For advisors, banks & insurers

Client meetings built on trust

Meet clients face to face from anywhere, keep every review on record, and follow up the same day. Clients book their own slot, join from a link and wait in a private waiting room until you are ready.

Start for FreeTalk to sales
  • Client booking page
  • Waiting room
  • Formal minutes
  • End-to-end encryption
1 linkfor clients to book a review
0downloads for clients
300participants per meeting on paid plans
100+caption languages for global clients

Highlights

From first call to documented advice

Professional, private meetings with a clear record of what was agreed.

Client reviews

Clients book, you prepare, AI takes the minutes

Share a booking link with your availability, buffers and minimum notice. The AI Note Taker writes formal minutes with decisions and next steps after every review.

  • Booking page on the Professional and Business plans
  • Board / formal minutes and 1:1 templates
  • Edit the recap before sending it
  • Email the recap to the client
Security

Private meetings by default

Every meeting has its own ID and password, and clients wait until you admit them. For the most sensitive conversations, turn on end-to-end encryption.

  • Waiting room and meeting lock
  • Optional end-to-end encryption
  • Google and Microsoft 365 single sign-on
  • Users, groups and roles for your firm
Teams & committees

Investment committees and branch meetings

Recurring meetings for committees, branch updates and compliance training, with webinars on the Business plan for client seminars.

  • Recurring meetings and templates
  • Webinars with registration for client events
  • Attendance reports with CSV export
  • Recordings kept for your plan's retention period

Everything included

One platform for client-facing teams

Schedule

  • Client booking page
  • Buffers and minimum notice
  • Google, Outlook and .ics
  • Recurring reviews

Protect

  • Waiting room
  • Meeting passwords
  • Optional end-to-end encryption
  • Single sign-on

Document

  • Formal minutes template
  • Full transcript
  • Cloud recording
  • Ask AI across meetings

Follow up

  • Action items with owners
  • Recaps by email
  • Export to CSV
  • Webhooks to your CRM

Educate

  • Client webinars
  • Meeting banner
  • Polls
  • Attendance reports

Reach

  • Translated captions
  • Spoken interpretation
  • Works on any device
  • No downloads for clients
Before you start

If your firm must archive client communications under financial regulations, check how recordings and transcripts fit your retention and archiving policy. Our Trust & security page explains how data is stored, and our sales team can help with security reviews.

Solutions

Explore more solutions

Legal & professionalClient consultations with booking and transcripts.SalesBooked demos with AI notes and next steps.BusinessClient calls, stand-ups and webinars.GovernmentSecure meetings with waiting rooms.

Give every client a better meeting

Start free today. Upgrade for booking pages, AI minutes and recording.

Start for FreeRequest a demo