For distribution and investor relations
Every advisor call,
recorded on your own servers.
Vexa records your team’s Zoom, Teams and Meet calls with advisors on your own servers, so the next meeting starts from what was said.
vexa · one advisor, call after callillustration
Advisor callsVexa, on your serversThe firm’s recordNext follow-up
- Advisor calls
- Vexa, on your servers
- The firm’s record
- Next follow-up
AdvisorMicrosoft Teams
Can you send the fee breakdown by share class?
No scribe needed
Vexa records under your firm’s name, so your wholesaler listens instead of typing.
Proposedmock-up
DiscussedDecidedWho owes what
Know the relationship
Before a follow-up, see what this advisor asked and what you promised.
mock-up
- Jun 4 · Asked for the fee breakdown by share class.Transcript
Stays when people move
When a wholesaler moves on, every conversation, question and promise stays with the firm.
mock-up
- IntroFeb
- ReviewMay
- HandoverJul
- Follow-upSep
On your own servers
A hosted note-taker keeps your calls in its cloud. Vexa runs on your servers.
A vendor’s cloud
Your servers