How we can help …
Note.ate, making meeting notes easy.
Our specially designed software has been created to simplify client meetings and reduce administrative tasks. This innovative tool helps financial advisors and wealth managers meticulously plan and prepare for discovery and review meetings, ensuring they have all the necessary resources to conduct impactful meetings with clients.
Our software, designed with user-friendliness in mind, enables the recording of internal notes, potential opportunities, and action items after meetings, guaranteeing that no important information is missed.
Moreover, the program simplifies the creation of a brief yet comprehensive and client-friendly meeting summary that consistently and professionally encompasses all pertinent details and can be easily exported or directly sent to clients via email.
Our software facilitates this process, which is a key step in promoting a consistent approach to documenting client meetings and thereby ensuring compliance with Consumer Duty requirements.
Simple Meeting Agenda
Straightforward and clear agendas covering all aspects of the advice process. Customisable to include client and additional discussion points. Easily capture outstanding action points from previous meetings before the meeting and easily transfer them to meeting agendas for further discussion.
Data Validation
During client meetings, it is essential to have a comprehensive summary of the client’s details, including identifying any missing data points. Using information held within Salesforce, this two-page summary assists in validating the information held on clients, ensuring that all client data is accurate and up-to-date.
Consistent Approach
Prepare clear, easy-to-understand, and consistent meeting notes that demonstrate all regulatory obligations have been met. Capture key discussion points, client details, goals, potential business opportunities, and required actions for easy monitoring and tracking.
Key Documentation
Ensure key documentation is provided to clients, including updated ‘Costs & Services Disclosures’. Coming Soon!
Custom Branding
Each report is personalised to include the unique branding of the individual practice, ensuring that the specific identity and image of each practice is reflected in the reports.