Lead Product Design
Goals
Create an advanced AI conversation capture tool for financial advisors that records, transcribes, and extracts key action items from audio.
Key Features
We designed a tool that helps advisors stay focused and available during important client meetings. Our product is an easy-to-use AI that captures conversations and creates clear meeting notes, insights, and action items, so advisors can better support their clients.
AI Generated Meeting Prep
Be ready to meet with clients
An advisor can trust that all important client information is gathered from past meetings and CRM records. This info is sourced and sorted by our powerful AI engine. If an advisor is not satisfied with these notes they my ask the AI to regenerate or manually adjust in the rich text editor.
Upload or record in real time
Flexible data capture
We put the power in the hands of the advisor to either upload an audio file, text notes or record a conversation in real time.
Real time transcription
Look who’s talking
AI voice recognition can determine the speaker and notate exact transcription and time stamp to create am accurate record of what was said and when it was said.
Real time action Items
Next steps made easy
Our product enables advisors to clearly identify the next steps required for each client conversation. We give the power to the advisor to approve or deny each action item.
Comprehensive Post-meeting synthesis
Summary + Insights
After the meeting our product gives the advisor deep level insights like a meeting summary, next steps, audio playback and updates to client data which all feeds back into our deep AI knowledge base.
Design Process
We use a step-by-step design process that starts with research and definition, moves through exploration, and ends with delivery. This approach helps us turn insights into practical solutions.
01
Define with technology parters
With our third party AI services provider we developed an initial capabilities study to assess what was possible and what our solution could look like.
02
Wireframes & Data Architecture
We produced several sounds of low and medium fidelity wireframes to place what our tech partners created inside of our current experience.
03
Design and Delivery
To give advisors real ownership over their tools, we built customizable panels, drag-and-drop layouts, and sharable configurations. These elements transform the dashboard into a living instrument that evolves with each portfolio and advisory style. Instead of forcing users into rigid templates, we empowered them to design their own operational rhythm.
Outcomes
We created a extremely powerful AI note taking product that can be re-styled and configured for any advisory client across the globe. This product has help Communify to further establish its advisory AI product line and grow its bottomline significantly.
Jeremy Hamann
Goals
Create an advanced AI conversation capture tool for financial advisors that records, transcribes, and extracts key action items from audio.
Key Features
We designed a tool that helps advisors stay focused and available during important client meetings. Our product is an easy-to-use AI that captures conversations and creates clear meeting notes, insights, and action items, so advisors can better support their clients.
AI Generated Meeting Prep
Be ready to meet with clients
An advisor can trust that all important client information is gathered from past meetings and CRM records. This info is sourced and sorted by our powerful AI engine. If an advisor is not satisfied with these notes they my ask the AI to regenerate or manually adjust in the rich text editor.
Upload or record in real time
Flexible data capture
We put the power in the hands of the advisor to either upload an audio file, text notes or record a conversation in real time.
Real time transcription
Look who’s talking
AI voice recognition can determine the speaker and notate exact transcription and time stamp to create am accurate record of what was said and when it was said.
Real time action Items
Next steps made easy
Our product enables advisors to clearly identify the next steps required for each client conversation. We give the power to the advisor to approve or deny each action item.
Comprehensive Post-meeting synthesis
Summary + Insights
After the meeting our product gives the advisor deep level insights like a meeting summary, next steps, audio playback and updates to client data which all feeds back into our deep AI knowledge base.
Design Process
We use a step-by-step design process that starts with research and definition, moves through exploration, and ends with delivery. This approach helps us turn insights into practical solutions.
01
Define with technology parters
With our third party AI services provider (Code SM) we developed an initial capabilities study to assess what was possible and what our solution could look like.
02
Wireframes & Data Architecture
We produced several sounds of low and medium fidelity wireframes to place what our tech partners created inside of our current experience.
03
Design and Delivery
We created a full high fiedlity design flow
Outcomes
We created a extremely powerful AI note taking product that can be re-styled and configured for any advisory client across the globe. This product has help Communify to further establish its advisory AI product line and grow its bottomline significantly.
Jeremy Hamann
Goals
Create an advanced AI conversation capture tool for financial advisors that records, transcribes, and extracts key action items from audio.
Key Features
We designed a tool that helps advisors stay focused and available during important client meetings. Our product is an easy-to-use AI that captures conversations and creates clear meeting notes, insights, and action items, so advisors can better support their clients.
AI Generated Meeting Prep
Be ready to meet with clients
An advisor can trust that all important client information is gathered from past meetings and CRM records. This info is sourced and sorted by our powerful AI engine. If an advisor is not satisfied with these notes they my ask the AI to regenerate or manually adjust in the rich text editor.
Upload or record in real time
Flexible data capture
We put the power in the hands of the advisor to either upload an audio file, text notes or record a conversation in real time.
Real time transcription
Look who’s talking
AI voice recognition can determine the speaker and notate exact transcription and time stamp to create am accurate record of what was said and when it was said.
Real time action Items
Next steps made easy
Our product enables advisors to clearly identify the next steps required for each client conversation. We give the power to the advisor to approve or deny each action item.
Comprehensive Post-meeting synthesis
Summary + Insights
After the meeting our product gives the advisor deep level insights like a meeting summary, next steps, audio playback and updates to client data which all feeds back into our deep AI knowledge base.
Design Process
We use a step-by-step design process that starts with research and definition, moves through exploration, and ends with delivery. This approach helps us turn insights into practical solutions.
01
Define with technology parters
With our third party AI services provider (Code SM) we developed an initial capabilities study to assess what was possible and what our solution could look like.
02
Wireframes & Data Architecture
We produced several sounds of low and medium fidelity wireframes to place what our tech partners created inside of our current experience.
03
Design and Delivery
We created a full high fidelity design flow to describe every instance of functionality and variance.
Outcomes
We created a extremely powerful AI note taking product that can be re-styled and configured for any advisory client across the globe. This product has help Communify to further establish its advisory AI product line and grow its bottomline significantly.