Banking and wealth
The wealth review, recorded without effort
Objectives, risk tolerance, family situation: the meeting carries elements that bind. Sonory keeps the record and draws a structured note from it.
Coming soon 
What gets lost without a written record
What the client actually said about risk
The questionnaire carries a ticked box. The meeting carries the nuance, and the nuance is what explains a decision two years on.
Changes of situation
A business sale, an inheritance, a property plan: mentioned in passing, they change everything and are noted nowhere.
The late meeting note
Written after several appointments, it blends clients together and loses the detail.
Taking over a portfolio
The successor inherits the figures, not the history of the relationship nor the reasons behind past choices.
What the app does, and what it does not
It records, transcribes and writes a structured note from a template. It does not substitute for any documentary obligation of your institution and claims no sectoral compliance.
This point deserves to be stated plainly: banking and wealth management are regulated, and your institution’s internal rules on recording client meetings prevail over anything we could write here. Check them before recording a client, and have the use validated by your compliance function.
Where the data lives
Recordings, transcripts and notes are stored in Switzerland, Zurich region. Transcription and drafting run on European entry points, therefore outside Switzerland: we write it rather than round it off, because the distinction matters in your work.
Nothing is sold or shared for commercial purposes, and recordings are not used to train models. Deleting an account erases the recordings, transcripts and notes, not merely the access.
Consent
The client’s agreement is required before any recording of a private conversation. The app offers an audible start signal, on by default, and recalls the rule on first use.
Filing to the client record
The note exports to PDF for archiving and to Word to be taken into your institution’s template. The transcript alone exports separately, should your internal policy distinguish the meeting note from the record of what was said.
The templates that apply here
Taken from the 274-template catalogue that ships with the app. Each one imposes its structure on the note.
- Client interview
- Meeting minutes
- Wealth review
- Decisions and actions
- Adaptive summary
Other professions
- Boards and executive committees Systematic minutes, at every session
- SME directors An SME's executive committee has no secretary
- Lawyers The client interview, restored word for word
- Sales The meeting report, written before you reach the car
- Veterinarians The consultation stays in the animal's record