Meeting reports for Banking & Finance
Wealth management meetings, client advisory, compliance: Recapro secures your reports with banking secrecy as the standard.
A wealth advisor spends an average of 30% of their time on administrative writing. That's less time for their clients.
What weighs on your advisors
Non-negotiable banking secrecy
Your clients' wealth data is ultra-sensitive. No foreign cloud tool should have access to it.
MiFID II and IDD compliance
Regulators require complete traceability of client exchanges. Every meeting report must be archived and auditable.
Pressure on advisors
Your wealth advisors spend 30% of their time on administrative writing instead of supporting their clients.
Non-compliance risk
A poorly documented meeting can be costly during an audit. AMF sanctions are heavy and reputational damage irreparable.
Banking institutions that automate meeting documentation reduce MiFID II non-compliance risks by 80%.
What Recapro delivers
Wealth management meeting report
The advisor focuses on the conversation. Recapro generates a structured report with risk profile, discussed objectives and recommendations.
On-Premise for banking secrecy
Physical server installed in your data center. Closed circuit, zero external connection. Banking secrecy is technically guaranteed.
Complete audit trail
Every recording, transcription and report is timestamped and archived according to your retention policy. Native MiFID II compliance.
Confidential debrief
After the meeting, the advisor dictates confidential observations (internal scoring, alerts). Separated from the client report.
Compatible with your tools
Recapro integrates with your banking information system
What Recapro handles in practice
We don't replace your advisors. We give them back time to support each client.
Wealth management meeting
Client situation analysis, objectives, arbitrations. The structured report is ready before end of day.
Credit committee
Case presentation, deliberations, decision. Recapro captures everything and generates compliant minutes.
Compliance meeting
KYC, AML, duty of advice. Each checkpoint is documented automatically with timestamp.
Internal debrief
After the meeting, the advisor dictates internal scoring, alerts and recommendations. Separate confidential document.
For whom
If banking secrecy and compliance are your absolute priorities
Private banks
Wealth management, investment advisory. Banking secrecy requires sovereign infrastructure without compromise.
Banking networks
Branches, client advisors. Standardize meeting documentation across the entire network.
Asset management companies
Asset management, funds. Document every investment decision and client exchange in an auditable manner.
Need deployment support?
For optimal Recapro integration in your organization, our partners NoBullshit Conseil support document process auditing, deployment and team training.
Discover the full journeyProtect your clients' information assets
Join the banking institutions that trust Recapro for the secrecy of their exchanges.