Laxis for
Financial Advisors

Laxis assists financial advisors by automating note-taking and summarizing client interactions, ensuring accurate records and insightful data for better decision-making.

The Problem

Financial advisors often struggle with managing multiple client interactions while ensuring personalized and accurate service. The challenge lies in keeping detailed records, providing timely follow-ups, and delivering tailored advice without being bogged down by administrative tasks.

The Solution

Laxis provides the tools you need to manage client interactions effectively, ensuring you deliver exceptional service every time. Our AI Meeting Assistant captures and summarizes every client meeting, providing actionable insights and automating follow-ups.

Automatic Note Taking

Laxis AI Meeting Assistant automatically takes meeting notes for you so you can focus on the conversation instead of scrambling to take notes. Automates audio upload and issues AI-based smart summaries that can be distributed to the team.

Glean insights into customer sentiment quickly

You can add topics and keywords to your personalized meeting template, and Laxis Intelligent Meeting Assistant will use these data points to extract the relevant information from each conversation for you.

AI meeting follow-up