客户覆盖管理
顾问需要跨大量客户名册管理年度回顾、规划会议和日常跟进。Laxis 以无 bot 方式录制每次会议，按客户整理笔记，并自动呈现待办事项，确保每一项承诺都不遗漏。
面向理财顾问
深化客户关系，记录每一句话
Laxis 以无 bot 方式录制并转录每次客户回顾与规划会议，记录您给出的建议，并将笔记同步至 CRM——助理财顾问每周节省 10+ 小时，实现 3 倍的客户触达。
免费开始，无需绑卡。
客户会议、笔记与合规压力接踵而至。
记录与档案
为档案记录建议内容与客户对话既繁琐又容易出错。Laxis 生成准确的转录和摘要，可供留存和导出，为每次讨论和建议创建可靠的书面记录。
行政工作 vs. 专业建议
手动记录笔记和更新 CRM 占用了顾问本该用于服务客户的时间。Laxis 自动记录笔记，并将下一步行动同步至 Salesforce 和 HubSpot 等 CRM，每周为顾问释放 10+ 小时，让他们回归咨询本职。
智能工作流。
Client Health
Every conversation
92
Health Score
Acme Corp · QBR
Sentiment
Positive ↑
Call recorded2:34 PM
3 action itemsExtracted
步骤 01：捕捉
录制客户会议
Laxis 以实时高亮的方式无 bot 录制并转录年度回顾、规划会议和日常跟进，支持 100+ 种语言。每次客户对话按户主档案归档整理。
步骤 02：记录
记录建议与决策
Laxis 从每次会议中提取关键要点、决策和待办事项，生成清晰可搜索的记录，涵盖讨论内容和所提建议——可用于自身档案和客户参考。
Insights Dashboard
Auto-extracted from conversations
Action items extracted
Key takeaways captured
Follow-ups scheduled
Insights summarized
Relationship Sync
3x more touchpoints
Syncing
0
Clients synced
100%
CRM accuracy
Every sync
Summaries, follow-ups & actions
步骤 03：自动化
自动跟进与 CRM 同步
Laxis 起草跟进摘要，将下一步行动同步至 CRM，并自动推送提醒——确保对客户的承诺得到履行，无需手动录入。
从客户会议到书面记录 – Laxis 全程覆盖
每位顾问每周节省小时数
10+
更多客户触达
手动工作流
使用 Laxis AI
3x
客户对话均已记录
100%
受到来自 4,000+ 组织的 100,000+ 用户信赖
"Save time. I spend most of my time in meetings and then more time after that organizing my notes. With Laxis, I have saved at least two hours every week. That's not all. I have also improved my note-taking and CRM admin!"
Martin Broadhurst
Digital Strategist
"Gather intelligence. Laxis allows our marketing team to gather intelligence about what is important to clients and prospects so we can craft better messages. The technology allows me to have better conversations with my colleagues and clients rather than being distracted taking notes."
Joe Aunce
Marketing Manager
"Laxis allows our sales team to record, transcribe, and review call notes to confirm client buy in, identify concerns, and shorten our sales cycles. We have been able to create a collaborative space to share calls with one another to showcase best practices amongst the team."
Genevieve M.
Senior Manager, Sales & Partnerships
"I just want to say that I am very happy with my summaries and transcripts in Spanish, it really helps me to have it all in one place and I can now use this with my client and know what we spoke about, what the next steps are and the tasks I need to focus on. Great work!"
Claudia Molina Kramer
Owner & Digital Marketing Consultant
"Save time. I spend most of my time in meetings and then more time after that organizing my notes. With Laxis, I have saved at least two hours every week. That's not all. I have also improved my note-taking and CRM admin!"
Martin Broadhurst
Digital Strategist
"Gather intelligence. Laxis allows our marketing team to gather intelligence about what is important to clients and prospects so we can craft better messages. The technology allows me to have better conversations with my colleagues and clients rather than being distracted taking notes."
Joe Aunce
Marketing Manager
"Laxis allows our sales team to record, transcribe, and review call notes to confirm client buy in, identify concerns, and shorten our sales cycles. We have been able to create a collaborative space to share calls with one another to showcase best practices amongst the team."
Genevieve M.
Senior Manager, Sales & Partnerships
"I just want to say that I am very happy with my summaries and transcripts in Spanish, it really helps me to have it all in one place and I can now use this with my client and know what we spoke about, what the next steps are and the tasks I need to focus on. Great work!"
Claudia Molina Kramer
Owner & Digital Marketing Consultant
面向理财顾问的 AI：常见问题
Laxis 以无 bot 方式录制并转录年度回顾、规划会议和日常跟进，按客户整理笔记，并自动呈现待办事项。顾问每周节省 10+ 小时，走进每场会议都准备充分，而不是在会后手忙脚乱地整理笔记。
可以。Laxis 生成准确的转录和摘要，可供留存和导出，为每次会议中讨论的内容和所提建议创建清晰可搜索的书面记录——可用于自身档案管理和客户参考。
可以。Laxis 自动将摘要、待办事项和下一步行动同步至 Salesforce 和 HubSpot 等 CRM，确保每次客户对话均有记录，销售管道始终准确，无需手动录入。
可以。无 bot 的 Mac 应用可低调录制并转录线下和线上客户会议，支持 100+ 种语言，无需 bot 加入通话——让客户关系保持自然，同时捕获每一个细节。