Attach meeting transcript to client record and archive
Attach meeting transcript to client record and archive
Your meeting transcripts and summaries aren't added to client records, leaving notes incomplete and follow-ups delayed. The transcript is attached to the client record and archived for same-day review.
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Overview
Unlinked meeting transcripts fragment client history and delay action. This flow links every transcript to the correct client record, archives the raw file in your secure drive, and notifies you for any unmatched meetings so advisors can review same day.