PepoSmart for Financial Services
Client meetings booked, documented, and followed up with the diligence your industry demands.
For advisors, planners, accountants, and lenders, meetings are the product — and documentation isn't optional. PepoSmart books client reviews and consultations without phone tag, then keeps an accurate, searchable record of every conversation with AI transcripts and summaries.
Action items extracted from each call become the follow-up checklist: documents to request, forms to send, next reviews to schedule. Credentials for every connected system are encrypted at rest, and meeting-note access is controlled per team member.
How PepoSmart helps
Client scheduling, minus phone tag
Clients book reviews and consultations from your real availability. Reminders keep attendance high; buffers keep your day sane.
Documentation by default
AI transcripts and summaries create a consistent record of advice discussions and client requests — searchable when you need it.
Access under control
Per-member permissions restrict meeting notes; integration credentials are encrypted before storage; recordings persist on paid plans.
How it works
- 1
Offer booking links per service
Annual reviews, tax planning, new-client consultations — each event type with its own questions and duration.
- 2
Collect context up front
Custom booking questions gather what you need before the meeting, so sessions start prepared.
- 3
Record and document
AI summaries capture discussion points and requests, with action items typed and ready to work.
- 4
Follow up with precision
AI-drafted follow-ups list the documents, forms, and next steps discussed — reviewed and sent in minutes.
Everything included
- Self-service booking for reviews and consultations
- Custom intake questions on booking pages
- AI transcripts and summaries as meeting records
- Typed action items for post-meeting work
- AI-drafted follow-up emails for client recaps
- Per-member permissions on meeting notes
- Encrypted storage for integration credentials
- Reminders that reduce client no-shows
- CRM sync to keep client records current
Frequently asked questions
Is meeting data stored securely?+
Integration tokens are encrypted before storage, note access is permission-gated per member, and paid plans keep recordings in durable cloud storage rather than expiring links.
Can we keep records of client conversations?+
Yes — enabling the AI notetaker produces transcripts and summaries for each recorded meeting, giving you a consistent, searchable account of what was discussed and requested.
How do reminders reduce no-shows?+
Confirmation and reminder emails go out automatically before each appointment, and rescheduling is self-serve — clients pick a new time instead of silently missing the old one.
See what PepoSmart can do for financial services
Free plan includes unlimited meetings and every core scheduling feature. Upgrade anytime.
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