Every client call, a compliance-ready record
Advisors are expected to keep a record of what was said on every client call, and most reconstruct it from memory hours later, if at all. Voipcom captures the conversation as it happens — the review discussion, the risk and suitability talk, the commitments, the action items — and writes a clean, time-stamped summary into Wealthbox or your CRM. Your team builds its book, and the record-keeping takes care of itself.
Sound familiar?
The problems we solve for financial advisors
Reconstructed from memory
The communication trail your compliance process expects rarely gets written down accurately after the call.
Suitability buried in audio
Risk-tolerance, objectives, and recommendation talk sit in a recording nobody revisits until an audit.
Client promises slip
“Send the rollover paperwork” and “revisit the allocation in Q3” fall through the cracks between meetings.
How Voipcom helps
One partner, the whole fix
Phones, IT, security, and AI working as one system, tuned for your industry.
Time-Stamped Client Records
Every call becomes a dated, structured record of what was discussed and agreed — the trail compliance expects.
Review-Meeting Summaries
Annual and quarterly reviews captured automatically: goals, concerns, changes in circumstances, and next steps.
Suitability & Risk Notes
Risk tolerance, objectives, and recommendations surface as structured notes, not buried in an audio file.
Wealthbox & CRM Sync
Each call lands as an Activity on the client’s contact in Wealthbox, with summary and tags — no manual logging.
Follow-Up Capture
Spoken commitments become assigned tasks with due dates, so client promises do not slip.
Sentiment & Retention Signals
Tone tracking surfaces which clients are uneasy about performance or fees, so you can reach out before they move assets.
See it on your advisory firm
Book a 15-minute demo — watch a real client call become a time-stamped record synced to Wealthbox.