After a client meeting, the notes sit in a notebook or in someone's memory. The protocol, the KYC update and the follow-up tasks are written hours later at the desk, if they are written at all.
Record the meeting or dictate the result.
Record the conversation with the client's consent, or dictate a short summary on the way back. Investment committee meetings can be captured the same way and turned into minutes with decisions and owners.
Review the updates. Release them to the file.
Unplex prepares the protocol, proposes changes to the KYC file and creates follow-up tasks. You check each change against what was said and approve it, and every step is logged.
“After a client meeting I dictate two minutes in the car. By the time I'm back at my desk, the protocol and the KYC changes are waiting for my approval.”
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