Product
Hear your client. Atomiq handles the forms.
Atomiq is your AI meeting assistant. Choose your firm’s form and Atomiq fills it from the client transcript. You check the answers and decide what to send.
Meeting workflow
How a client’s words become a reviewed record.
Capture ↗
Record with permission, import audio, or start with an existing transcript.
Complete a form ↗
Choose a template and apply the transcript. Compare each draft answer with its source, edit it, and follow up on missing details.
Share ↗
Review the next steps, then copy the message into email or WhatsApp, download the text or choose an app from your device’s share sheet.
Give your client your full attention.
Import a client call or paste a transcript into your advisor workspace. Edit the meeting note with the original words beside it.
Let the client’s question set the agenda.
Use an open question from a client transcript to prepare the next meeting agenda. Download the calendar file when you and your client agree on a time.
Share the next steps with your client.
Review the follow-up from your meeting, then take it to the app you use with your client, whether that’s email, WhatsApp or another channel.
Keep the client’s words in reach.
Import a written transcript as a text file, SRT or WebVTT. Keep the language and timestamps available for review.
Fill your firm’s forms from what clients say.
Define the questions your firm asks at intake or review. Atomiq finds the answers in the call and shows you the speaker’s words. You can see exactly what still needs a conversation.
When a client calls, find what they told you.
When a client calls with a question, search the meeting records saved in your desk by title, speaker or phrase.
Open the account the client asked for.
Give your client service associate the onboarding request, its source passage and any missing information in one reviewed meeting record.
Answer your client in their own words.
Look up the words your client used in a meeting before you prepare a reply.
Hear the change in a client’s life.
When a client mentions a move or a new job, keep that passage in the advisor’s meeting note and add a question to revisit.
Remember what each household told you last time.
Use consistent household names to find the conversations that belong together.
Stay with your client. Review on your phone.
Open Atomiq on your phone to capture a meeting, check the transcript and review the form your assistant fills.