WEALTH_AGENT: LIVE IN PRODUCTION|CLIENT MEETING INTELLIGENCE

Client Meeting Intelligence Agent for Wealth Advisors

Turns the client conversation into structured outputs — decisions, action items, CRM-ready notes, and follow-up drafts — staged for advisor review before anything is sent or recorded.

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Ideal for Wealth Advisors
5–10 hours saved per week
Structured CRM-ready outputs
Advisor-approved before sending
Meeting Review: Smith Family
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Extract all action items, risk profile changes, and compliance notes from this transcript

Meeting Intelligence Agent

I've analyzed the transcript and identified 2 action items and a critical risk profile update. The CRM sync has been queued. Here is the summary:

Risk Profile Update

Client requested shift from Aggressive to Moderate.

Action Item

Draft portfolio rebalancing proposal and send by Friday.

5–10 hrs
Time saved per week on administrative work
100%
CRM accuracy and structured data entry
Review-Ready
Documentation-ready notes for advisor approval
Before & After

The old way vs. the SarvaX way.

What happens after the meeting ends, without SarvaX.

Traditional Way

CRM updateAdvisor writes notes manually — 30–45 mins after the call
Action itemsNoted on paper or remembered; often missed
Follow-up emailDrafted from memory, reviewed and sent the next day
DocumentationAdded retrospectively or skipped entirely
Advisor time30–60 minutes of post-meeting admin per client

With Meeting Intelligence Agent

CRM updateStructured notes staged for advisor review immediately after the meeting
Action itemsExtracted and assigned in a structured list — staged for approval
Follow-up emailDraft prepared for advisor review before the meeting ends
DocumentationCaptured as part of the structured output — staged for review
Advisor timeReview and approve structured outputs — typically under 10 minutes

Output Example

Meeting Output — Smith Family
Meeting SummaryStructured 4-sentence summary — advisor-editable
Key Decisions (2)Risk profile change to Moderate · IPS review scheduled
Action Items (3)Rebalancing proposal draft · Estate referral · CRM update
Follow-up DraftEmail draft staged for advisor approval
CRM-Ready NotesStructured for Salesforce/HubSpot — staged for review

* Example output. Actual content varies by firm configuration and data sources connected.

The Problem

Advisors forget key signals, updates are manual.

Manual CRM updates are inconsistent and incomplete. Compliance documentation is time-consuming and risky. Missed follow-ups lead directly to revenue leakage.

!ISSUE 01

Key client signals are forgotten

!ISSUE 02

Compliance documentation is risky

!ISSUE 03

Missed follow-ups leak revenue

The Solution

Meet the Meeting Intelligence Agent.

Captures and converts live client conversations into structured outputs — CRM updates, action items, compliance-ready notes, and follow-ups. Runs during and after client meetings (Zoom, Teams, phone, in-person capture).

PERFORMANCE METRICS

Time Saved

5–10 hrs/wk

CRM Accuracy

100%

Documentation

Review-ready
How It Works

Analyzes any meeting. Automatically.

To extract every intent, decision, and task.

STEP 01

Bot Auto joins the meeting based on Calendar

STEP 02

Record + summarize meeting

STEP 03

Extract decisions, intent, risk signals

STEP 04

Convert into CRM fields & task objects

STEP 05

Draft follow-up email & notes

STEP 06

Advisor approves edits & updates CRM

PIPELINE: MEETING_INTELLIGENCELIVE
> MEETING_STARTED
    → Signal_Extraction_Agent [detects intent & risk]
    → Task_Structuring_Agent [converts to actionable items]
    → [HUMAN_REVIEW: advisor approves edits]
    → CRM_Sync_Agent [writes to systems]
> SYNC_COMPLETE: CRM UPDATED
Capabilities

What the agent does.

01
01

Captures

Full meeting transcript with speaker identification, client intent signals, and life events.

02
02

Extracts

Key decisions, action items, risk tolerance changes, and product/service discussions.

03
03

Generates

Compliant meeting summary, CRM updates, follow-up email drafts, and task lists.

04
04

Tracks

Promises made by advisor, next steps, and unresolved items across meetings.

Guardrails

Safe execution. Full control.

All outputs must be editable before CRM write-back. No automatic client communication happens without advisor approval.

No automatic client communication without advisor approval
All outputs must be editable before CRM write-back
Sensitive financial advice must not be auto-generated without review
Maintain full audit trail: audit log of generated outputs