Financial Services
Client conversations captured, documented and searchable.
For investment houses, advisors and banks: every client call and meeting summarized, follow-ups created, CRM updated, with an audit trail.
SOC 2 Type 2 · No credit card
Which clients raised concerns about market volatility?
64 client conversations; 19 raised volatility.
Most concerns came up in quarterly reviews. Six clients asked about moving part of their portfolio to cash.
Volatility concerns by topic
From the calls
“With markets like this, should we reduce the equity part?” · Client (Dana Example), Mon 09:15
“I'd feel better holding more in cash until things calm down.” · Client (Lee Sample), Wed 14:30
The calls your team handles every day
Client reviews
"Can we look at the allocation again before year end?"
What was agreed in the review isn't written down, and the next advisor starts from zero.
Trade and instruction calls
"Please sell half of the position and move it to the bond fund."
The exact instruction is hard to find later when someone asks what the client said.
Onboarding
"Which documents do you still need from me to open the account?"
Missing documents and promised callbacks fall through, and onboarding stalls.
Service requests
"I need a statement for my tax advisor by Friday."
Requests are taken on the phone and never reach the team that handles them.
Prospect meetings
"How do your fees compare to what I pay now?"
Prospect questions and objections stay in one advisor's notes, and the follow-up is late.
What ActiveLens does with every call
Capture
Client calls are recorded from desk phones, softphones or your phone system, and meetings from Zoom, Teams, Google Meet or in person.
Understand
Each conversation gets a transcript and a summary: the client's instructions, concerns, commitments and anything that needs review.
Act
Follow-ups go to the Active Board with an owner, client emails are drafted, and CRM updates are proposed for the advisor to approve.
How capture works: phone calls · meetings
Ask anything about your clients
Plain-language questions across every call and meeting, answered with the calls behind them. See Active Insights
“Which clients raised concerns about market volatility?”
Clients who raised it, what they asked for, and the conversations behind each answer.
“What did we promise the Harris account in our last review?”
The commitments from the last review, who owns each one and whether it's done.
“Which advisors haven't followed up on onboarding calls?”
Onboarding calls with open follow-ups, by advisor and by how long they've waited.
“What are prospects asking about fees?”
Fee questions from prospect meetings, grouped by topic, with example quotes.
“Which conversations mention a complaint?”
Calls and meetings where a client complained, with the moment it came up.
“Summarize all calls with the Harris account this quarter.”
One summary across every call and meeting this quarter, with open items.
For managers
See the whole operation, not one call at a time
See client activity across advisors and desks, and what needs attention, without listening to every call.
- Right now
- Conversations today by advisor and desk, open follow-ups, and instructions waiting to be handled.
- What stands out
- Complaints, volatility concerns and conversations flagged for review.
- Against your targets
- Follow-up times, review meetings held and onboarding completed per advisor, against the goals you set.
Desk phones and trading floors
Many client calls still happen on desk phones. ActiveLens captures them without changing your phone system.
- A small ActiveLens device sits between the handset and the desk phone.
- Softphone calls on the computer are captured with no integration.
- Calls through RingCentral or Zoom Phone, including mobile, are captured through the integration.
Works with the tools you already use
- Salesforce
- Microsoft Teams
- Zoom
- Outlook
- RingCentral
- Zoom Phone
- Other CRMson request
Don't see yours? We build integrations to your systems free. All integrations
Security & compliance
How we protect your data- SOC 2 Type 2 examination completed
- Role-based access per user and team
- Audit log export
- Retention controls
- Desk phones supported through the ActiveLens device, without changing the phone system
Used in production by an investment house listed on the Tel Aviv Stock Exchange.
Questions
Does it work with desk phones?
Yes. A small ActiveLens device connects between the handset and the phone. You don't need to change your phone system.
Who can see recordings and summaries?
Only the people you give access to, per user and per team. You can export the audit log and set how long records are kept.
Can it update our CRM?
Yes. ActiveLens proposes updates in Salesforce after each call or meeting, and the advisor approves them. Other CRMs are available on request.
Does it help during the call?
On calls made from the computer, Call Intelligence suggests answers live and flags objections and moments that may need a compliance review.
Does it cover meetings as well as calls?
Yes. Meetings on Zoom, Microsoft Teams and Google Meet are captured, and in-person meetings can be recorded too.
How fast can we start, and what does it cost?
Connect your phone system and import the last 30 days of calls. Pricing is per user; see the pricing page.
Import your last 30 days of calls and see what you've been missing.
No credit card. See pricing