PSWM: FP Meeting Summary-AI-powered summary generator

Example

Translating a verbose meeting transcript into a concise overview section that captures the gist of the conversation, objectives discussed, and the tone of the meeting.

Scenario

After a client meeting, an advisor may have extensive notes that need to be summarized for clarity. The tool would extract key points to create a succinct overview, highlighting the main topics and the overall direction of the discussion.

Example

Identifying and categorizing the main topics of discussion such as family updates, career changes, or financial status updates, ensuring they are clearly outlined for both the client's and advisor's reference.

Scenario

In a scenario where the advisor discusses various topics like cash reserves, net worth, and financial planning goals, this function would segment and summarize these points clearly under distinct headings for easy reference and follow-up.

Example

Generating specific, actionable tasks for the client and advisor based on the meeting's discussions and decisions.

Scenario

Based on the outcomes and decisions made during the meeting, the tool would list action items like 'Update beneficiary information' for the client or 'Review and adjust asset allocation' for the advisor, ensuring clear next steps.