Spend more time seeing clients and less time writing file notes.
At Captegra, we understand the importance of efficiency in financial planning. With popular meeting solutions like Zoom Meetings and Zoom Phones, you can seamlessly automate your File Note process (from meetings and phone calls), ensuring every conversation is documented effortlessly. Imagine focusing more on your clients while our software handles the details!
On average our clients are seeing
a 35 minute reduction in meeting file notes
using our automated process below.
With Captegra, your meeting recordings are effortlessly transformed into actionable insights within minutes. Using advanced AI models, we generate detailed file notes, adviser actions, and client tasks, streamlining your financial planning process. Experience Real Time-Wealth creation with our intuitive software that's designed for your success!
At Captegra, we're redefining how you connect during face-to-face meetings with our innovative Voice Fingerprinting technology. Imagine leveraging your Meeting app to seamlessly engage in real conversations while benefiting from our financial planning software's automations and integrations.
At Captegra, we leverage cutting-edge AI technology and deep industry expertise to deliver financial planning software that guarantees high accuracy and compliance. Our AI models are rooted in reliable data, minimising the risk of errors while empowering you to seamlessly create Real Time-Wealth.
Ready to transform the way you manage your file notes? Contact us now to streamline your workflow and enhance your productivity!
The following provides a summary of our automation.