Claudia generates meeting prep ahead of scheduled appointments using the contact’s CRM context and activity history, so you walk in ready without digging.
Turn conversations into clear, structured outputs mapped to your templates, so key details and action items are captured consistently without manual write-ups.
Automatically generate a follow-up email draft based on what was discussed, saved for you to review, edit, and send. This keeps momentum from stalling after meetings.
Use Claudia across virtual meetings, in-person meetings, and phone calls, so every conversation follows the same workflow and lands in the same place: the client record.
Go beyond notes with participation metrics (talk vs. listen), sentiment, and scorecards, so advisors can standardize discovery conversations and elevate the client experience over time.
Claudia is built into LeadCenter, so your team doesn’t need a separate AI note-taker account to manage, onboard, and pay for. (And because it’s CRM-native, outputs don’t depend on manual syncing.)
Summaries are saved on the related contact record and can also be delivered by email. Follow-up drafts are saved for you to review, edit, and send.
