Review meeting scheduling involves coordinating advisor and client availability, preparing materials, and logging outcomes. Handled manually, it relies on repeated back and forth communication and often delays compliance reporting.
An automated version matches calendars, confirms meetings, and distributes agendas without manual coordination. It also captures meeting notes and updates compliance records automatically, keeping review histories current.
The full workflow, from trigger to completion.
Flags each client whose review interval has elapsed and starts the workflow automatically.
Checks advisor availability and client preferences, then proposes and locks a meeting time without manual chasing.
Confirmed slot is written to the advisor's calendar and a calendar invite goes to the client automatically.
A reminder email with the agenda and portfolio summary attached goes out automatically ahead of the meeting.
The AI notetaker joins the call, transcribes the conversation, and drafts a structured summary of key points.
Pulls the summary into the client record, tags action items, and sets the next review date automatically.
If required compliance fields are missing from the transcript, a compliance officer fills the gap manually before it closes.
Completed review is stamped and logged in the compliance tracker automatically, closing the cycle.
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