Solution introduction
All client conversations in one location
Evie collates meeting notes, phone calls, fact finds, emails ready to hand to a human or AI paraplanner
Lightning-fast meeting notes
- Summarise key points in 30 seconds flat
- Capture all soft facts effortlessly
- Auto-generate actionable next steps
- Free yourself from administrative burdens
Seamless Integrations
- Works with Google Meet, Zoom, and Microsoft Teams
- One-click recording, transcription and notes
- Allows upload in multiple formats - pdf, docx, mp3, mp4, wav etc.
Instant client follow-ups
- Send comprehensive meeting summaries immediately
- Keep clients informed and engaged
- Improve the client experience
