Efficiency, compliance and client insight in financial advisory

Voice-to-text

Advisors today spend a majority of their time on compliance documentation, writing meeting summaries. Even so, regulatory errors are still common due to the limited time available.
By transcribing advisory meetings into text in real-time, Voxo reduces the high administrative burden for advisors and provides detailed documentation data on the go.

Text-to-insight

Advisors and banks have limited overview on the overall contents of advisory meetings. By transcribing advisory meetings into text and analysing the conversations, Voxo extracts insight from meetings to answer questions such as;

  • What topics and products are mentioned?
  • What are clients worried about?
  • What is the outcome of meetings?

With this knowledge, banks and advisors can be responsive to client needs and improve internal processes.

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Want to free up time for advisors and understand your clients?