Advisers get suitability notes from every review, onboarding calls become KYC records with what's missing, and credit committees get minutes with the decision and each vote. Compliance gets flags with the exact words.
Meetings Acta writes up for financial services
Client: We want to retire in eight years and can't afford big swings.
Adviser: Then let's move part of the portfolio to lower-risk funds.
Adviser: Returns aren't guaranteed, and I'll send the risk documents.
Written by Acta
Client review
What each template writes after a meeting. Example meetings and people.
Finance
From “Annual client review” · sample report
In short
Client retiring in 5 years; risk appetite lowered; rebalancing recommended and accepted.
Goals, risk appetite, recommendations and suitability notes from every review.
Source of funds, expected activity, missing documents and red flags, with numbers masked.
Promises, missing risk disclosures and pressure tactics flagged for review.
Turn on the ones you need. Each reads the meeting and writes its report, and skips meetings it isn't meant for.
Adviser-client review: goals, risk appetite, recommendations and suitability notes.
Client onboarding call: source of funds, expected activity, missing documents and red flags.
Lending decision: request, strengths, risks and mitigants, conditions, decision and votes.
Headline numbers, guidance changes, management tone and analyst concerns.
Flags promises, missing risk disclosures and risky statements in client calls.
More examples in use cases.
No. Flags are for compliance review, not a finding that a rule was broken.
The KYC onboarding template masks numbers in the record.
Enterprise plans include on-premise deployment, SSO, private storage and custom data retention.
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