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Experience and test Advisor Intelligence from etops MiFID Recorder in your everyday consulting work with no obligation.
Intelligence that revolutionizes your documentation:
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Transcription
Every detail of your conversation is recorded in full.
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Automatic summary
Receive a structured evaluation for yourself and your customer immediately after the call ends.
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Interactive knowledge query
Ask the AI free-text questions about any detail of the conversation for quick information retrieval.
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Analysis of consulting quality
Identify, evaluate, and optimize conversation shares and consulting quality in a targeted manner.
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Flexible compliance check
The AI automatically checks for MiFID and FinVermV standards and your individual company rules.
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History memory
A smart summary of all previous customer conversations at a glance.
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Smart reminders & anchors
The perfect introduction and common thread for your next follow-up meeting.
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Sales boost & potential recognition
Automatic identification of cross-selling opportunities and delivery of the “next best offer.”
FAQ
Do I already have to use the etops MiFID Recorder in order to use Advisor Intelligence?
No. Advisor Intelligence was developed as a highly flexible solution. You can choose to use the tool as a fully integrated feature within your existing MiFID Recorder or book it as a standalone solution. This means that Advisor Intelligence is also ready for immediate use by advisors and organizations that do not currently use an etops recording solution.
Does the trial period for Advisor Intelligence end automatically, or are there any costs involved?
Yes, the trial period ends automatically. There is no risk for you:
No subscription obligation: The trial access expires after the trial period without you having to cancel.
Full transparency: Only when you actively decide to use the product and purchase a paid license will the product transition to a regular subscription.
No hidden costs: During the trial period, you can try out all features, such as automatic summarization, compliance checks, and potential recognition, free of charge and without obligation.