Meeting note analysis
Dec 19, 2024
New Feature: Meeting Note Analyzer — Turn Conversations into Clear, Actionable Next Steps
Every meeting is packed with valuable insights — but reviewing notes, extracting action items, and following up consistently takes time most advisors don’t have.
SLvia’s new Meeting Note Analyzer solves that.
This tool ingests your meeting notes, transcripts, or even rough bullet points and distills them into sharp, actionable outputs:
📝 Clear summaries of what was discussed
⚡ Key decisions and commitments
📌 Follow-up actions for you and your client
💬 Sentiment cues to inform your next interaction
“Advisors don’t need another task list. They need clarity on what matters next,” said Alexa Pao, SLvia founder. “The Meeting Note Analyzer helps you stay sharp, consistent, and always one step ahead with your clients.”
Why this matters:
Spend less time digging through notes, more time strengthening relationships
Ensure every meeting leads to a focused, high-value follow-up
Reduce dropped balls and missed opportunities
Maintain a high-touch client experience — even as you scale
