CLIO IQFinancial services
Every advisory conversation is filed, timestamped, and searchable — not scattered across Zoom, WhatsApp, and personal notes.
Every conversation, on record
Advisory deals move fast, and relying on a rep's notes or memory to reconstruct what was said is a liability of its own. ClioIQ makes sure nothing depends on recollection.
What gets filed
Every advisory call — what was discussed, what was promised, and by whom — is captured by AI Notetaker, transcribed, and timestamped automatically.
When a client asks "what did we tell them?"
The answer is a search, not a memory. Instead of piecing together what was said from a rep's recollection weeks later, the actual conversation is retrievable.
India sells in many languages
Reps in Mumbai, Chennai, and Pune don't sell in English — the same capture and filing works across the languages a call actually happens in.
A real call record, not a policy document someone has to keep updated by hand.
Walk through a real filed record.
We'll show you a transcript become a CRM entry, end to end.