Posterity

理財

僅適用於 iPhone

免費

iPhone

Record your client meetings on the go with the Posterity app. Capture notes, facts and client objectives from in-person meetings. With our app, you can focus on providing exceptional advice without worrying about missing crucial information. Key Features: Record on the Go: Easily capture your client meetings using the Posterity app, whether you're in your office or out visiting in person. Never miss a detail again! Automatic Transcription: Your recorded meetings are securely synced to the Posterity platform, where our advanced AI technology accurately transcribes the conversations for your review. Smart Summarization: Posterity intelligently extracts and summarizes key notes, facts, and client objectives from your meetings, saving you valuable time and ensuring you stay organized. Secure and Compliant: We prioritize the security and privacy of your client data. Collaborative Platform: Access meeting notes across team members. Create Reports: Create suitability reports with a couple of clicks. Posterity empowers financial advisors to enhance their client relationships, streamline their workflow, and provide top-notch advice. By leveraging cutting-edge technology, Posterity eliminates the need for manual note-taking, allowing you to concentrate on what matters most – your clients.

評分與評論

  • 此App未收到足夠的評分或評論以顯示概況。

Performance improvements

版本1.7.1

開發者Posterity表明App的私隱慣例或包括下列資料的處理。詳情請參閲 開發者的私隱政策 。

  • 與你連結的資料

    開發者可能會收集以下資料並連結你的個人身份：

    • 用户內容

私隱慣例或因使用的功能或年齡等因素而異。 進一步了解

輔助使用

開發者尚未表示此 App 支援哪些輔助使用功能。 進一步了解

資料

  • 供應商
    • Posterity Finance Ltd
  • 大小
    • 25.4 MB
  • 類別
    • 理財
  • 相容性
    須使用 iOS 15.1 或以上版本。
    • iPhone
      須使用 iOS 15.1 或以上版本。
    • iPod touch
      須使用 iOS 15.1 或以上版本。
  • 語言
    • 英文
  • 年齡分級
    4+
  • 版權
    • © Posterity Finance Ltd
  • 開發者網站
  • 私隱政策

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