Features

Everything you need so nothing from your meetings slips away

No more taking notes by hand. No more “what did we actually say?”. ZAPSIO remembers it for you.

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Online meetings In-person meetings in a room Existing recording
The essentials

Six things ZAPSIO does for you after every meeting

This is the core of ZAPSIO: from recording to a finished record, tasks and follow-up in a matter of seconds.

Meeting transcription

Meeting transcription

Every word of your meeting automatically turned into accurate, searchable text, within minutes of it ending.

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AI summary

AI summary

Instead of an hour-long recording, you get a short, clear summary of what matters most, in seconds.

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Task list

Task list

ZAPSIO automatically recognizes which tasks were agreed, who should do them and by when, and writes them up for you.

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Smart follow-up email

Smart follow-up email

ZAPSIO drafts a summary email to the meeting participants for you, moments after the meeting ends.

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Contacts / mini CRM

Contacts / mini CRM

All meetings, tasks and an AI relationship summary together for every client. A simple CRM inside ZAPSIO.

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Export to PDF and Word

Export to PDF and Word

Download the transcript or summary as a neatly formatted document and use it wherever you need.

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And much more

12 more features you won’t find anywhere else

All included in every plan, with no surcharges for a “higher tier”.

Meeting outputs

Meeting outputs

Turn a call straight into a PDF meeting record, client email, investment questionnaire or output based on your template. Just review and send.

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AI chat with your meeting

AI chat with your meeting

Ask ZAPSIO anything about the meeting, “What monthly payment can the client still afford?”, and get the answer right away.

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Objections and buying signals

Objections and buying signals

ZAPSIO pulls the client’s objections and buying signals out of the meeting and suggests how to respond.

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AI meeting analysis

AI meeting analysis

The mood of the meeting, an effectiveness score, speaking coaching and unanswered questions, so you know how to make your meetings better.

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Meeting prep

Meeting prep

A briefing from previous meetings: what happened last time, what still needs to be resolved and what to watch out for.

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Key moments and clips

Key moments and clips

AI picks the most important moments of the meeting and you turn any of them into an audio clip with one click.

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Calendar and Kanban

Calendar and Kanban

A monthly calendar of meetings and a Kanban board of tasks from all your meetings. Drag and drop, and nothing slips away.

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Client portal

Client portal

One secure link where your client can see your shared meetings without logging in, and you choose what is shown.

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Team sharing

Team sharing

Send your assistant or team leader a link to the summary or full transcript so everyone is in the loop.

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AI translator

AI translator

Translate summaries, tasks, transcripts and entire documents into 31 languages with one click.

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Smart chapters and topics

Smart chapters and topics

A long meeting split into clickable topics, plus keyword tracking across all your meetings.

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Security and GDPR

Security and GDPR

Your data stays in the EU, encrypted and fully GDPR compliant. No worries about sensitive information.

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And that’s not all. ZAPSIO can also:

Filler word detection + coaching score Clickable transcript linked to the recording Highlight key moments during the meeting Shareable summary link Generate a presentation from the conclusions Meeting effectiveness rating Weekly AI report by email Manual transcript editing Support for Teams, Zoom, Meet and more
How it works

Three steps and you’re done

1

Invite ZAPSIO to your meeting

Add ZAPSIO to your calls on Teams, Zoom or Google Meet, wherever they take place, or simply put your phone on the table. There is nothing else to install.

2

Run your meeting as usual

ZAPSIO quietly listens, transcribes and notes everything important, while you focus on the conversation.

3

Get a clear summary

A few minutes after the meeting, the transcript, summary, tasks and a draft follow-up message are in the app and in your inbox, ready to share.

In practice

A few examples of how ZAPSIO helps

Whether you work solo, lead a team or run an entire advisory network, ZAPSIO adapts to the way you work. Here are just a few real-world examples.

For independent advisors

Focus fully on the client, not the form. After the meeting, ZAPSIO prepares the meeting record: requirements, needs, the recommendation and the reason for it.

  • Meeting record done in minutes
  • Client email right after the meeting
  • Reminders for fixed-rate end dates and policy anniversaries
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Advisor on a call with a client

For team leaders

Keep track of your whole team’s records, even from meetings you weren’t at. See at a glance who has their records done and where something is missing.

  • One template for all advisors
  • Overview of complete and incomplete records
  • Less stress before an audit
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Team leader in a meeting with advisors

For mortgage specialists

Back-to-back meetings? ZAPSIO pulls amounts, income, the monthly payment and the fixed-rate term from each one, so you can run the numbers right away without digging through notes.

  • Amounts and terms exactly as discussed
  • AI chat: ask anything about your meeting
  • Timely reminders before the fixed rate ends
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Advisor going over a mortgage with a client on a laptop

For insurance advisors

Going over risks, coverage and exclusions? ZAPSIO captures what the client needs to protect and why you recommended this particular product.

  • Client needs and the reason for the recommendation
  • Risks discussed with the client, on record
  • Policy anniversary reminders
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Advisor finishing a record on a laptop at home

For new team members

A new advisor doesn’t have to keep an eye on every field of the form. Before saving, the completeness check shows what’s still missing from the record.

  • Completeness check before saving
  • A team template everyone works from
  • Full transcript to review with your team leader
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New advisor taking notes

For offices and advisory networks

Every advisor’s records in one consistent format, based on the form your network uses. Clear, complete and audit-ready.

  • Template based on your network’s form
  • Client consent saved with every record
  • Fully GDPR compliant, data stays in the EU
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Handshake with a client after signing a contract
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Try all the features on one of your own meetings

5 days free. See for yourself how much time ZAPSIO saves you.

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