Advice given. Advice documented.
Client conversations carry obligations. Flowmeets writes the record of what was advised, agreed and promised, so the file is complete without billing the time.
What you advised, in writing, every time.
A documented account of each client conversation: the question asked, the advice given, the caveats stated and the decision taken. Filed automatically, not from memory on a Friday.
Asked whether to move the pension to a fixed-rate account before the sale of the summer house. Advised to wait until the sale closes on 2 Dec, given the tax effect. Caveat stated: the rate offer expires on 30 Nov.
Decision: they wait. Promised: a written summary of the tax effect by Friday.
Write-ups stop eating your evenings.
The summary, the client mail and the next action are drafted at hang-up. You review and send instead of reconstructing the meeting hours later.
5 hours back a week
The write-up after every client conversation is done by Flowmeets. Per adviser, per week.
A complete file
Every client conversation documented to the same standard.
In the room, too
Record meetings in the room on your own phone.
Sensitive conversations, handled in Europe.
Online, Flowmeets joins Teams, Meet and Zoom as a visible bot, so everyone knows it's there. In the room, you record on your own phone. Our own open AI models, which we host ourselves, run in Europe.
“When customers see that I deliver on everything I promised, they start to trust me. Then I go from being a salesperson to being an adviser. That is what Flowmeets does for me.”
Dennis JanssonCEO · NetSymphony