MEETINGS & AI SUPPORT

Turn every client meeting into useful insights

Adiso captures and analyses client meetings to automatically generate transcripts, summaries and actionable insights. By combining meeting intelligence with client records and advice workflows, advisers can reduce manual note-taking while ensuring important information is captured accurately. This allows advisers to focus fully on the conversation, knowing the platform is recording and organising the key details in the background.

Automatic meeting transcripts

Adiso integrates with meeting platforms to capture transcripts of client conversations. These transcripts become part of the client record, ensuring a complete history of discussions and advice interactions.

Having accurate transcripts allows advisers to easily review conversations and confirm important details discussed during meetings. Transcripts are stored against the client record automatically, removing the need to manually file or organise meeting notes.

Meeting transcript — AI-captured conversation in Adiso

AI-generated summaries

After each meeting, Adiso can generate concise summaries that highlight the most important points discussed — allowing advisers to quickly review what was covered without reading through the entire transcript.

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Action points and tasks

Adiso can identify important actions discussed during meetings and convert them into tasks within the platform. Tasks generated from meetings can be assigned, tracked and completed within the system, helping advisers stay organised. Each task is linked directly to the relevant client record and meeting, so advisers always have the full context behind every action item. This helps advice teams maintain momentum between client interactions and ensures nothing discussed in a meeting is overlooked or lost in follow-up.

Meeting AI summary — KiwiSaver onboarding overview and outline in Adiso

Capture important client information

Information mentioned during meetings can be extracted and used to populate client records or fact finds. Details such as income, financial goals or personal circumstances can be captured automatically, reducing the need to manually re-enter information discussed during conversations.

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Insights for better client conversations

Adiso can analyse conversations to provide insights that help advisers understand how meetings are progressing — identifying whether key topics were discussed and highlighting areas that may require follow-up.

Meeting intelligence connects directly with client records, tasks, compliance monitoring and advice tools. This allows advisers to move seamlessly from client conversations to documentation, follow-up actions and advice preparation.

Meeting conversation insights — sales coach analysis in Adiso

See how it works

Book a demonstration to see how Adiso captures meeting insights and helps advisers stay organised and prepared for every client interaction.

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