AI sales assistant for a regulated advice firm

AI sales assistant for a regulated advice firm, with call summaries and next-step prompts

The challenge

Advisers at a regulated firm spent the time after every call writing it up and working out what to do next. Notes were inconsistent, follow-ups slipped, and compliance had to chase for records.

The solution

An assistant that transcribes and summarises each call into a structured record, flags the commitments made, and suggests the next step for the adviser to confirm or edit.

Records stored against the client in the firm's existing system, with the summary format agreed with compliance so it doubles as the file note.

Stack

Built with

Next.js
TypeScript
Claude
Transcription API
CRM integration

Related services

AI and automation

Industries we build this for

Financial services and brokers

Tell us what you're building.

A new site, an app, AI in your workflow, or extra hands on a project.Send the brief, we'll book a discovery call, and you'll get a straight answer on what we'd do and what it costs.

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