Arrive prepared. Remember what mattered. Keep the next promise.
For advisers, relationship managers, and insurance teams, the work continues between conversations. Prism brings the client context into reach. Operator prepares the follow-ups, document requests, and handoffs, so you can give more attention to the person across the table.
Margaret requested a fee explanation. Sarah prepares it Friday at 10:00; Alex reviews and sends it by 15:00. Next conversation: Tuesday at 10:00. The expected purchase date and amount remain open. No account changes were requested.
Activity
SmartAll activityThis deal
Client review with Margaret
Thursday 14:00 · Alex and SarahFee explanation requested
Next steps assigned
Thursday · Client reviewSarah: prepareAlex: review and send
A question about the latest fees
Wednesday 16:20 · MargaretComparison requested
The client’s question, the team’s next steps, and the next conversation stay together.
Pick up the relationship. Keep the detail.
Before a review, ask Prism what changed: the last conversation, a new email, the document the client supplied, or a commitment still waiting. It finds the relevant context in your data and connected apps and helps you prepare the questions that matter.
Afterward, talk through the meeting by chat, voice, or a phone call. Prism uses your firm’s note requirements to ask about missing details, clarify what the client requested, and turn next steps into tasks.
A brief before. A debrief afterward.
Schedule Prism to call before a client meeting, after it ends, or at the end of your day. A conversation on the way back from a visit can become the note and follow-up while the detail is fresh.
The invite, email, client history, and relevant documents shape the brief.
A scheduled post-meeting call helps clarify the note and the commitments behind it.
What was said. What happens next.
The review note keeps the client’s questions, agreed actions, and open details together. Commitments link to the moment in the transcript, and tasks keep the owner and time.
Discuss a specific sentence with an inline comment. Reply in the thread, check the original words, and keep the team’s interpretation beside the source.
Recording
Hartwell client review
Thursday, September 24 at 2:00 PM · 00:06:15 · EN · Microsoft Teams
Margaret Hartwell
Client review
Summary
Margaret wants an itemized explanation of the fees on her latest statement. She is considering a home purchase but has not confirmed the date or amount. No account changes were requested. Sarah prepares the fee breakdown by Friday at 10:00; Alex reviews and sends it by 15:00. The next conversation is Tuesday at 10:00.
Discussion
Margaret asked to compare the fees on her latest statement with the previous quarter. Use the current approved fee schedule when preparing the explanation.
A possible home purchase may affect a later conversation. The expected date and amount are still open questions.
The client requested information. No instruction to change the account was given.
Next steps
Sarah prepares the itemized breakdown for Alex’s review by Friday at 10:00.
Alex reviews and sends the explanation by Friday at 15:00.
Margaret confirms her expected purchase date before Tuesday’s 10:00 conversation. The amount still needs to be discussed.
Commitments
Sarah Lindqvist
Prepare the itemized fee breakdown for Alex’s review by Friday at 10:00.
Alex Wolff
Review and send the fee explanation by Friday at 15:00.
Margaret Hartwell
Confirm the expected purchase date before Tuesday’s conversation.
Tasks
Speaker timeline
Alex Wolff45%
Margaret Hartwell36%
Sarah Lindqvist19%
00:00:0000:06:15
Choose a recording to read it.
Comments
People with access to this recording can read and comment.
Open the yellow highlight to read the comment and reply. Choose Commitments and click a time to find the original words.
The next person gets the context.
A colleague preparing the breakdown can see what the client asked. The adviser reviewing it can follow the task back to the conversation. Comments and references keep the same access as the original item.
Capture in the way your firm chooses.
Transcribe from your computer or add a visible notetaker through a meeting link or calendar. Set the capture approach and consent steps with your firm. The retained meeting record is the transcript and note, with no audio or video replay.
The preparation is ready. You make the call.
A client follow-up, a missing-document request, a renewal handoff, or a summary for the team. Operator combines the conversation with current records, approved templates, and your instructions.
Read the sources, edit the draft, and decide when the work is ready to send or save. The preparation follows your process across client service, advisers, and relationship teams.
4operations todo
Hartwell review · Next client message · Thursday 14:30
Prepare Margaret’s review follow-up
Margaret Hartwell
The information requested, the next conversation, and the team’s commitments in one reply.
Based on
Margaret asked for an explanation of her fees. The recap confirms when she will receive it and what remains to discuss. It keeps the possible home purchase as context, with the date and amount still open.
Client follow-up
Hi Margaret,
Thank you for today’s conversation. We’ll prepare the itemized explanation of the fees on your latest statement, including the comparison you requested. I’ll review it and send it to you by Friday at 15:00.
Our next conversation is Tuesday at 10:00. Please confirm your expected purchase date before then, as discussed. We can also go through the amount you expect to need.
Today’s request was for information; no account changes were requested.
Alex
Could we go through the fees on my latest statement? I would like to understand how they compare with the previous quarter.
I am also thinking about a home purchase later this year, but the timing is not settled.
Margaret
Explore a wealth client’s follow-up, a banking document request, an insurance handoff, or the team’s open work. Sources stay beside each example.
Follow through across the team.
Assign the preparation, review, and client update to the right people. Link the original email, note, or meeting to each task. Prism can ask a colleague when the work will be ready and bring that answer back.
See where the work is waiting.
Track upcoming reviews, outstanding documents, and promised updates. Operator can prepare a service summary or KPI sheet update with the source date, definitions, and owners your team uses.
The firm’s standards. In the daily work.
Company DNA defines what a review note needs: the client’s circumstances and questions, what was explained, what was agreed, and the next action. Your team can add the consent, disclosure, and review details its process requires.
It also guides Operator: which documents to use, how to prepare a handoff, who reviews an external reply, and which routine reminders can run automatically.
Learn from edits. Keep clear direction.
AI REV’s learning model uses corrections in Operator to improve later work. Process owners can reinforce useful patterns and correct the wrong ones. Personal writing preferences fit within the firm’s instructions.
Prism can coordinate with colleagues by message or phone and supports most languages. It brings the answer back with the context, helping the next person continue the work.
Firm requirements and corrections in Operator guide how the next note and draft are prepared.
Prism can message or call the owner, then bring the answer back to the work.
Connected to your tools. Scoped to your access.
Bring the client record, inbox, calendar, documents, and team conversations into the same workflow. Prism can prepare the brief from several sources; Operator can put the next action into the tool where your team works.
Use Voice’s pipeline and client history alongside your CRM. Keep messages, notes, and tasks linked to the client, and carry the context into the next review or renewal.
Keep private preparation private.
Private notes and meeting transcripts stay with their owner. Shared items, comments, and references follow the original access. Your Company DNA stays internal to your firm and is not shared with or used by other companies.
Advisers, banking relationship managers, insurance brokers, and client service teams that work through recurring conversations and follow-ups. The examples show a client review, document collection for a banking review, and an insurance renewal handoff. Company DNA adapts the note and workflow requirements to your firm.
Can our firm define what goes into each note?
Yes. Define the client details, questions, explanations, agreed actions, and review steps your team requires. Prism asks for missing information and keeps unresolved points visible. Your firm defines the standard and reviews the resulting record.
Can we review client messages before they are sent?
Yes. Operator prepares the draft with its source material beside it. You can edit the wording and approve the action. Company DNA can specify the review points and the routine work that may run automatically.
How does meeting capture fit our process?
Choose desktop transcription or a visible notetaker through the meeting link or calendar. Set the capture approach, consent steps, and note requirements with your firm. Audio is processed for transcription; the retained record is the transcript and meeting note, with no audio or video replay. You can also debrief Prism after an uncaptured meeting.
Who can see the client context and Company DNA?
Access follows the original message, note, meeting, task, or shared client record. A private note or meeting stays with its owner; adding a comment or reference does not expand that access. Your Company DNA stays internal to your firm and is not shared with or used by other companies.
Can we keep our existing CRM and document process?
Yes. Connect the tools your team uses for client records, email, calendars, documents, and tasks. Operator can prepare work from several sources, including a document checklist, without changing the collection process your firm has chosen.
Bring your next client review.
Ask Prism about AI REV Voice, try an example debrief, or explore how Operator prepares the follow-up for your team.
Hartwell review · Next client message · Thursday 14:30
Prepare Margaret’s review follow-up
Margaret Hartwell
The information requested, the next conversation, and the team’s commitments in one reply.
Based on
Margaret asked for an explanation of her fees. The recap confirms when she will receive it and what remains to discuss. It keeps the possible home purchase as context, with the date and amount still open.
Client follow-up
Hi Margaret,
Thank you for today’s conversation. We’ll prepare the itemized explanation of the fees on your latest statement, including the comparison you requested. I’ll review it and send it to you by Friday at 15:00.
Our next conversation is Tuesday at 10:00. Please confirm your expected purchase date before then, as discussed. We can also go through the amount you expect to need.
Today’s request was for information; no account changes were requested.
Alex
Could we go through the fees on my latest statement? I would like to understand how they compare with the previous quarter.
I am also thinking about a home purchase later this year, but the timing is not settled.
Margaret
Outlook · Working-capital review · Thursday 09:35
Request only the missing Mason documents
Mason Engineering
A precise request that acknowledges what the client already supplied.
Based on
The management accounts are already in. The next message asks for the two missing items and explains who will review the pack. Collection status stays separate from the lending decision.
Document request
Hi Priya,
Thank you for uploading the management accounts. We have received them.
For Tuesday’s review, we still need:
• The updated cash-flow forecast.
• The latest aged-debtors report.
Please upload them through your usual secure document portal. Noah will check the received pack by Monday at 12:00. Let me know if either item will take longer so we can plan the review.
Alex
We are preparing for the working-capital review next week. I uploaded the management accounts yesterday. Which other documents do you need?
Please send the list and we will use our usual secure document portal.
Priya
Renewal call · Broker team handoff · Thursday 11:20
Prepare Harbor’s fleet renewal handoff
Harbor Construction
The current position, requested changes, and missing information ready for the next owner.
Based on
Julie mentioned two additional vans, but the final schedule is still missing. The handoff keeps that distinction clear and gives Sarah a concrete request to prepare before Friday.
Harbor · Fleet renewal handoff
Prepare the November renewal
Harbor Construction · Julie Martin · Renewal due November 30.
Current position
The existing fleet schedule lists 12 vehicles. Use that schedule as the current source record.
Requested changes
Julie mentioned two additional vans. Their registration details and inclusion in the final list are unconfirmed.
Information needed
The final vehicle schedule and current claims information. Keep the renewal call attached to the request.
Owner and next step
Sarah prepares the request by Friday. The broker reviews the completed information before preparing renewal terms.
Still to be agreed
Revised cover, price, and acceptance. This handoff records preparation, not an agreed policy change.
Google Sheets · Open client work · Thursday 16:05
Prepare the team’s client service review
A short review of who is waiting, what is promised, and which owner acts next.
Based on
The next action matters more than a case simply being marked open. This view separates the work the team owes from the information it needs from clients, using a defined set of cases.
Client service review · Thursday
What needs the team next
Three selected cases · Source: client service queue, Thursday 16:00.
Hartwell: internal preparation
Sarah prepares the fee breakdown Friday at 10:00. Alex reviews and sends it by 15:00. The client follow-up does not close either task.
Mason: waiting on client documents
The cash-flow forecast and aged-debtors report are outstanding. Noah checks the received pack Monday at 12:00, ahead of Tuesday’s review.
Harbor: waiting on renewal information
The final vehicle schedule and claims information are outstanding. Sarah’s request is due Friday. Renewal is November 30.
How to read the figures
Three cases have open next steps: one waiting on internal preparation and two waiting on client information. These are case counts for this review, not a firm-wide total or a financial performance measure.
Salesforce
HubSpot
Outlook
Gmail
Dropbox
Google Drive
Google Sheets
Notion
Teams
Slack
Google Calendar
Asana
Comments
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