Julie Johnson · The Efficient Advisor: Tactical Business Advice for Financial Planners · 412: When Your Team Isn't Following Through: Here's What to Say
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Use AI transcription to record client meetings
“One of my most favorite things for client service is just using Otter transcripts, which we may migrate to zoom, getting so many insights around what clients are asking for sentiment of clients.”
“Run that transcript from that meeting through AI and have AI create the rough draft of what the new process is so everybody can read it”
“I’ll just get a Zoom recording… then with the transcripts… I can take that as an asset to feed it into the AI solution.”
“We have AI governance framework... meeting is minuted and recorded and kept for an audit purpose”
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