What is Meeting Agent?
A meeting agent is an AI system designed to automatically capture, analyse and document adviser-client conversations. It transcribes discussions in real time, identifies key information such as client objectives and risk attitudes, generates structured summaries and produces compliance-ready documentation. Meeting agents reduce administrative burden for advisers whilst improving the consistency and quality of meeting records. They can also flag potential compliance concerns during or immediately after conversations, enabling faster remediation.
Meeting Agent in financial services
For advice firms, a meeting agent turns a client conversation into a complete, consistent record without the adviser taking manual notes. That record supports suitability documentation and gives compliance teams evidence of what was discussed, while the adviser remains responsible for reviewing it.