Laxis assists financial advisors by automating note-taking and summarizing client interactions, ensuring accurate records and insightful data for better decision-making.
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Financial advisors often struggle with managing multiple client interactions while ensuring personalized and accurate service. The challenge lies in keeping detailed records, providing timely follow-ups, and delivering tailored advice without being bogged down by administrative tasks.
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Financial advisors often struggle with managing multiple client interactions while ensuring personalized and accurate service. The challenge lies in keeping detailed records, providing timely follow-ups, and delivering tailored advice without being bogged down by administrative tasks.
Laxis AI Meeting Assistant automatically takes meeting notes for you so you can focus on the conversation instead of scrambling to take notes. Automates audio upload and issues AI-based smart summaries that can be distributed to the team.
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You can add topics and keywords to your personalized meeting template, and Laxis Intelligent Meeting Assistant will use these data points to extract the relevant information from each conversation for you.
Use Laxis AI Writer to automatically generate and distribute follow-up emails, meeting summaries, customer requirements, action items, and project updates.
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