Rapportly for the financial sector
From client meeting to an advice report, in your own house style
A report and file after every meeting. Upload your own reports, paste the transcript, and Rapportly drafts it in your structure while you stay in control.
1,000 credits · Valid for 30 days · no credit card required · works in any language
How it works
Upload your own advice reports
A few reports the way you make them today. Rapportly learns your layout and tone.
Paste the meeting transcript
A recording transcript or notes from the client meeting. Multiple sources are fine.
Receive your draft report
A draft advice report in your structure, as Word or PDF, ready to review.
Traceable and under your control
Versions can be retrieved and, if you wish, locked, so your reporting stays traceable. Rapportly takes over your reporting, not your advice, and every report is a draft you check yourself.
In practice
How ASK Advies uses Rapportly
ASK Advies uses Rapportly to create draft meeting summaries in its own house style.
What they use it for
Conversation summary
From a recording or notes to a short summary, ready to review.
Advice report in their own style
The draft follows the structure and tone of their own reports, not someone else's template.
File building
Drafts and versions stay traceable, so the file stays in order.
Why: It saves evenings of typing after a day full of meetings, while the report reads as if the advisor wrote it themselves. The advisor checks every draft; Rapportly takes over the writing, not the advice.
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Start today, in your own style
Upload an example, paste your conversation text and see your first draft.
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