Record your client meetings on the go with the Posterity app. Capture notes, facts and client objectives from in-person meetings. With our app, you can focus on providing exceptional advice without worrying about missing crucial information.
Key Features:
Record on the Go: Easily capture your client meetings using the Posterity app, whether youre in your office or out visiting in person. Never miss a detail again!
Automatic Transcription: Your recorded meetings are securely synced to the Posterity platform, where our advanced AI technology accurately transcribes the conversations for your review.
Smart Summarization: Posterity intelligently extracts and summarizes key notes, facts, and client objectives from your meetings, saving you valuable time and ensuring you stay organized.
Secure and Compliant: We prioritize the security and privacy of your client data.
Collaborative Platform: Access meeting notes across team members.
Create Reports: Create suitability reports with a couple of clicks.
Posterity empowers financial advisors to enhance their client relationships, streamline their workflow, and provide top-notch advice. By leveraging cutting-edge technology, Posterity eliminates the need for manual note-taking, allowing you to concentrate on what matters most – your clients.