Unplex prepares the client brief before the meeting and turns your notes into the protocol, KYC updates and follow-ups afterwards. You review and release.
Positions, performance, recent emails and open topics, gathered from your PMS, CRM and mailbox into one brief. Every figure keeps its source, so you can check it before the client does.
Record the meeting or dictate the result
Record the conversation with the client's consent, or dictate a short summary on the way back. The Mobile App turns it into the protocol.
Approve the KYC changes and follow-ups
Unplex proposes changes to the KYC file and creates the 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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