Automwrite
10+
Downloads
Everyone
info
About this app
The Automwrite Companion app is a digital tool designed for financial advisers to enhance their client interactions.
The app provides three primary functions:
- Meeting Recording: Capture audio from client consultations for accurate documentation and future reference.
- Client Management: Store and organise client information, financial details, and consultation history in one secure location.
- Meeting Summaries: Convert recorded conversations into text-based summaries that highlight key points, client needs, and action items.
The Automwrite app helps advisers maintain detailed records of client interactions, reduce manual note-taking during meetings, and quickly access important information when needed for follow-up conversations or paraplanning activities.
The app provides three primary functions:
- Meeting Recording: Capture audio from client consultations for accurate documentation and future reference.
- Client Management: Store and organise client information, financial details, and consultation history in one secure location.
- Meeting Summaries: Convert recorded conversations into text-based summaries that highlight key points, client needs, and action items.
The Automwrite app helps advisers maintain detailed records of client interactions, reduce manual note-taking during meetings, and quickly access important information when needed for follow-up conversations or paraplanning activities.
Updated on
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What’s new
- New Notification features
App support
About the developer
Automwrite Ltd
help@automwrite.co.uk
47 Southgate Street
WINCHESTER
SO23 9EH
United Kingdom
+44 7885 582656