See how ZAPSIO works in practice
From recording a meeting at the client’s home to a finished meeting record, the client’s signature and a PDF. All on a sample meeting, no sign-up needed.
The meeting turns into a record
The transcript is written during the conversation and fills in the meeting record. Click through the tabs.
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
Recording at the client’s home
This is what the advisor sees on their phone: they start recording, focus on the client and have the meeting record ready a few minutes after the meeting.
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.
The meeting record on a single screen
Summary, tasks, meeting record, completeness check and further business opportunities. Review everything and save it in one click.
Add by voice, sign, fill in the questionnaire
Three things advisors used to handle on paper or at home in the evening. In ZAPSIO they take a few seconds.
Voice note after the meeting
In the car, you dictate what else came up. ZAPSIO adds it to the right field of the meeting record.
Client signature on the phone
The client signs with a finger right on the phone. The signature is saved with the meeting record and appears in the PDF.
Investment questionnaire from the conversation
The client’s goals, time horizon, attitude to risk and experience. Filled in from the conversation, you just review it.
- Investment goalChildren’s education
- Time horizon15 years
- Attitude to riskBalanced
- Regular amount$90 a month
- Loss they can bearTo be completed
Your whole team at a glance
How many meetings each person had this month, how many meeting records are waiting to be completed and how many deals are on the horizon. The content of meetings stays with the advisor.
| Advisor | Meetings | Records | To complete | Signed | Opportunities | Last meeting |
|---|---|---|---|---|---|---|
| Jan Novák | 18 | 16 | 3 | 12 | 4 | 24. 10. 2026 |
| Petra Malá | 24 | 24 | 0 | 20 | 7 | 26. 10. 2026 |
A finished PDF with signatures
Download the meeting record as a PDF with your logo, the investment questionnaire and the signatures of both advisor and client. Straight into the client’s folder or ready to send by email.
Try it free5 days free, cancel in one click
Meeting record
Client requirements and goalsMortgage for a flat in Liberec at $190,000, monthly payment of no more than $800, 5-year fixed rate.
RecommendationMortgage with a 5-year fixed rate and term life insurance for the husband.
Reason for the recommendationThe payment fits the budget, and the insurance covers the loss of the only income.