In practice, advisors often face a conflict of objectives. On the one hand, they need to focus entirely on their clients, on the other, they must document discussions in a structured, legally compliant, and complete manner. Taking notes manually and writing post-meeting reports is time-consuming, error-prone, and often misses important context.
In addition, sales opportunities frequently go untapped. Indicators of additional needs or follow-up discussions often arise during the dialogue itself but are lost if they are not systematically captured and analyzed.
With Advisor Intelligence, Etops takes a new approach. The AI-powered solution accompanies advisory meetings whether online, by phone, or in person and generates a structured analysis immediately after the conversation based on predefined profiles.
The AI does not replace the advisor. Instead, it supports them by automatically summarizing, evaluating, and transforming conversation content into concrete recommendations for action. Advisor Intelligence can be used either as an integrated extension of the etops MiFID Recorder or as a standalone solution.
Advisor Intelligence produces tailored analyzes for both advisors and clients. While advisors receive detailed reports including quality and compliance assessments, clients get a clear and understandable summary with defined next steps.
For financial investment intermediaries, the evaluation complies with FinVermV and MiFID II requirements; for insurance intermediaries, it follows the DIN 77230 standard. Additionally, the system analyzes conversation structure, client orientation, and potential areas for improvement.
Beyond that, Advisor Intelligence identifies context-based upselling opportunities and recommends the most relevant offer. Historical summaries of all previous client conversations help advisors prepare more effectively and strengthen long-term client relationships.
At launch, Advisor Intelligence supports advisory conversations via Microsoft Teams, telephony, and in-person meetings, with extensions to additional platforms such as Cisco Webex, GoTo, or Zoom available upon request. A role-based admin interface enables statistical evaluations and structured management of advisors and conversations. Looking ahead, real-time support during ongoing consultations is planned.
Advisor Intelligence turns advisory conversations into actionable insights at scale.
The solution seamlessly connects documentation, compliance, and sales delivering better advice, greater legal certainty, and measurable value from the very first meeting.
