RM Meeting Notes and CRM Update Agent

• Head of Wealth or Private Banking
• Relationship Manager
• Sales Operations and CRM Lead
• Compliance Officer

Relationship managers spend their best hours with clients and their worst hours updating the CRM. Notes end up in notebooks, WhatsApp chats or memory, follow-ups slip, and when compliance or a new RM needs to know what was discussed, the record is thin.

We build an agent that turns client meetings into CRM records. With the client's consent, the RM records the meeting or dictates a voice note afterwards on a mobile app. The agent transcribes the audio, including mixed English and Hindi, and drafts a structured note: attendees, goals and life events discussed, products or topics covered, client questions, action items with owners and dates, and the next meeting. Mentions of complaints, risk profile changes or requests outside the client's profile are flagged for compliance review. The RM edits and approves the note, and only then does the agent update CRM fields, create tasks and draft a follow-up for the RM to send.

• Records meetings or post-meeting voice notes on mobile, with consent captured first
• Transcribes mixed English, Hindi and selected regional languages, with speaker separation
• Drafts structured notes with goals, life events, topics discussed, client questions and action items
• Flags complaints, risk profile changes and other compliance-relevant mentions for review
• Updates CRM fields and creates tasks only after RM approval
• Drafts follow-up emails or WhatsApp messages for the RM to edit and send

1. 01Capture with consentThe RM records the meeting with client consent, or dictates a voice note after it.
2. 02TranscribeAudio is transcribed with speakers separated, including mixed-language speech.
3. 03Draft the noteA structured note with action items and next steps is drafted against your CRM fields.
4. 04Flag compliance mentionsComplaints, risk profile changes and similar mentions are flagged to a compliance queue.
5. 05RM approvesThe RM edits and approves the note; nothing is written to the CRM before this.
6. 06Update CRM and follow upCRM fields and tasks are updated, and a follow-up draft is prepared for the RM.

1. Capture
   • Mobile recording app with consent prompt
   • Calendar integration for meeting context
2. Speech and notes
   • Speech recognition for English, Hindi and mixed speech
   • Speaker separation
   • LLM note drafter mapped to CRM fields
   • Compliance mention detector
3. Review
   • RM approval screen
   • Compliance review queue
4. CRM and messaging
   • CRM adapter for fields, activities and tasks
   • Email and WhatsApp draft generator
   • Audit log and audio retention rules

The RM reviews and approves every note before anything is written to the CRM, and sends every client message personally. Compliance reviews flagged mentions, and the agent never generates recommendations.

• CRM such as Salesforce Financial Services Cloud, Microsoft Dynamics 365 or Zoho
• Microsoft Outlook or Google Calendar
• Mobile recording app
• Email and WhatsApp Business
• Data warehouse for activity reporting

• Client consent captured before any recording
• No CRM write without RM approval
• No automatic sending of messages to clients
• No product recommendations generated by the agent
• Audio retained only for the agreed period, with access limited to the RM's own clients

• Helps advisers keep the records of client interactions that SEBI's Investment Adviser regulations expect, while the RM remains responsible for their content.
• Recording consent and retention follow the DPDP Act 2023, and client messages stay under your communication approval policy.

• Capital Markets & Wealth Management

  Client Statement and Portfolio Extraction

  Read CAS, mutual fund, broker, PMS and AIF statements into one consolidated, reconciled portfolio, with every holding linked to its source page and exceptions sent to operations.

• Capital Markets & Wealth Management

  Dormant Trading Account Re-Activation Campaigns

  Find out why trading accounts went dormant, fix KYC and access blockers first, and run consent-based, compliance-approved journeys that bring clients back without tips or inducements.

• Accounting, Audit & Consulting

  Board and Client Meeting Minutes Drafting

  Turn recorded board, audit committee and client meetings, including Hinglish discussion, into draft minutes and action lists in your format for the company secretary or partner to finalise.

• Banking

  Cross-Sell Lead Scoring and Personalised Outreach

  Score existing customers for products they are likely to need from consented banking data, and draft compliant, personalised outreach that relationship managers review before sending.