Efficiency, compliance and client insight in financial advisory

Meeting minutes made simple

Transcribing advisory meeting documentation into text in real-time, Voxo reduces the high administrative burden for advisors and provides detailed documentation on the go.

Auto summarized meetings

No more note-taking – let Voxo summarise your meetings. Get key information and meeting sections mapped on an interactive audio-transcript timeline, go back with one click for complete recall.

Conversation analytics

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?

This way, Voxo helps banks and advisors to gather the information needed to be responsive to client needs.

We partner with

Let Voxo summarise and analyse your advisory meetings and client conversations.

  • Free your advisors from manual documentation
  • Get full recall of meeting details and decrease documentation errors
  • Understand the needs of your clients