Your meeting record, done before you drive away from the client.
ZAPSIO records the meeting and drafts the meeting record for you: the client’s requirements and needs, your recommendation and the reason for it. You just review it and download the PDF.
Meeting record
Fixed-rate period ends, offer refinancing
Fixed rate ends in 90 days
Life insurance policy anniversary
Dear Ms. Nováková,
Thank you for today’s meeting. Here is a summary: you are looking for a mortgage for an apartment in Liberec at $190,000 with a monthly payment under $800. I recommended a five-year fixed-rate period and income protection insurance in case you are unable to work.
Attached you will find a mortgage comparison. I will be in touch by Friday so we can also meet with your husband.
Best regards
The whole record on one screen
Client requirements, recommendation, completeness check and follow-up deals. Review everything and download it in one click.
5 days free, cancel in one click
How long does one record take you?
After every meeting you are stuck filling in a form. With ZAPSIO, the record is done before you start the car.
21:30Today, by hand
- You copy notes into a form
- You try to recall exactly what the client wanted
- You finish records at home in the evening
- At a compliance check, you hope nothing is missing
16:05With ZAPSIO
- The record fills itself in from the conversation
- You forget nothing, the full transcript is there
- Your evenings are free
- ZAPSIO flags what is missing from the record
Everything an advisor needs after a meeting
From the recording at the client’s to a finished record and a reminder for the next deal.
Meeting record
Requirements, needs, recommendation and the reason for it, filled in from the conversation.
Completeness check
Flags what is missing from the record before you save it.
Deal reminders
End of a fixed-rate period, a policy anniversary or an agreed phone call. We send you an email reminder.
Czech and Slovak transcription
Accurate meeting transcripts in Czech and Slovak, including names and amounts.
Summary and tasks
Key points of the meeting and tasks with deadlines, right after the meeting.
Client email
A ready-made summary for the client: just review and send.
Meeting prep
Before the next meeting, see what was discussed last time and what is still open.
All clients in one place
Every client’s meetings, records and reminders together.
You focus on the client. ZAPSIO takes the notes.
No scribbled notes and no retyping in the evening. The phone sits on the table, you lead the conversation, and your meeting record is ready minutes after the meeting.
- The client sees you are fully focused on them
- Nothing important slips through, you have the full transcript
- The client’s consent is saved with the record
Three steps, no training
The phone lies on the table while you focus on the client.
- Conversation transcript
- Client’s requirements and goals
- Needs and financial situation
- Recommendation and the reason for it
- Risks and next steps
- Tasks and reminders
- 01
Start recording
On your phone at the client’s, on your computer at the office, or during a video call. Just put the phone on the table.
- 02
ZAPSIO drafts the record
From the conversation it fills in the requirements and needs, the recommendation and the reason for it. Plus a summary, tasks and reminders.
- 03
Review and you’re done
Edit whatever you like and download the PDF. Send the client a summary by email in one click.
Why ZAPSIO, not Meet, Teams or a generic notetaker
They capture online calls. ZAPSIO prepares the meeting record even from an in-person meeting at the client’s home.
| Meet, Teams, generic notetakers | ZAPSIO | |
|---|---|---|
| In-person meeting at the client’s | online calls only | on your phone, anywhere |
| Meeting record in an advisor’s structure | generic summary | requirements, recommendation, reason |
| Check for what is missing in the record | ||
| Deal reminders (fixed rates, anniversaries) | ||
| Czech: names, amounts, inflection | often garbled | tuned for Czech and Slovak |
| Prices in USD, invoice to your business ID | often with no local invoicing, card only | bank transfer on invoice too |
| Data stored in the EU | depends on tool and settings | always in the EU |
| Support | slow, ticket-based | in Czech, directly from us |
It watches the details you have no time for
Completeness check
Before you save a record, ZAPSIO reviews it and flags what is missing.
Deal reminders
ZAPSIO remembers the dates from every meeting and reminds you in good time.
Mortgage fixed-rate period ends
Life insurance policy anniversary
Wanted to get back in touch after selling his car
Client data kept safe
You work with sensitive client data. That is why ZAPSIO is designed with a strong focus on security and data protection.
Data in the EU
Recordings and records are stored on servers in the European Union.
Encryption
Encrypted transfer, two-factor login and access for you alone.
Client consent
Consent to recording is saved with every record.
Archive
Find any record or transcript in seconds.
Your whole team on one template
Consistent records for every advisor, an overview of who has finished what, and fewer worries before a compliance check.
Team pricing
| Advisor | Meetings | Records | Incomplete |
|---|---|---|---|
| Lucie Králová | 34 | 34 | 0 |
| Martin Pokorný | 28 | 27 | 1 |
| Eva Horáková | 22 | 22 | 0 |
| Jan Veselý | 19 | 17 | 2 |
Sample data
Pays for itself after the first hour you save
Advisor
For independent advisors
- 30 hours of meetings every month
- Meeting record and PDF export
- Completeness check
- Deal reminders
- Transcript, summary, tasks and client email
Team of 10 advisors
For an office or a team leader
- Everything in the Advisor plan
- One template for the whole team
- Team leader overview
- Free team onboarding
Network
For advisory networks
- Template based on your network’s form
- Integration with your system
- Custom data processing agreement
- Dedicated contact person
A Czech company, not an anonymous tool from abroad
We build AI automations for Czech businesses. We originally created ZAPSIO for ourselves, because after every meeting it took us hours to piece together what the client wanted. Then we tailored it precisely to the work of financial and insurance advisors.
Whenever you need something, you write to us directly. In Czech, with no call center.
The full ZAPSIO story →What advisors ask
Will it help me during a regulatory check?
ZAPSIO helps you meet your meeting record obligation: it drafts the record in a complete structure and flags what is missing. You always review and sign the final version.
Does the client have to consent to recording?
Yes. Before recording, you ask the client for consent and ZAPSIO saves it with the meeting, so you can always prove it.
Does it work at the client’s home?
Yes. You record on your phone right at the client’s, just put the phone on the table. Your record is ready a few minutes after the meeting.
Can the template be adapted to my network?
Yes. We will prepare a template based on the form your network uses, or on your own.
What if 30 hours is not enough?
Switch to 60 hours in the app for $55 a month and carry straight on. For the rest of the month you only pay the prorated difference.
What if the AI gets something wrong?
The record is a draft that you review and edit before saving. You always have the full conversation transcript at hand.
Where is the data and who can see it?
Data is stored in the EU and encrypted. Only you and the people you choose to share it with can see it. We do not use your data to train AI.
Stop writing records in the evenings.
Try ZAPSIO free for 5 days on your real meetings.