Solutions
Discovery & Fact Find Capture
Advisers stay on the conversation. Synthex listens, structures the fact find, and syncs it into the CRM before the call ends.
- Teams / Zoom / Meet
- In-person
- Speaker ID
- Syncs to your CRM
The problem
The cost of running this workflow by hand
What the manual workflow costs in time and risk, and why adding people doesn't solve it.
Adviser attention is split between client and keyboard
The discovery meeting is the most relationship-defining hour of the engagement. Note-taking pulls the adviser out of it and degrades the very relationship the meeting exists to build.
The fact find gets rebuilt after the fact
Reconstructing from memory or fragmented notes is slow and incomplete. Gaps surface days later, forcing the client to be chased by email instead of asked one more question in the room.
Relationship context disappears outside CRM fields
Life events, preferences, sensitivities, family context — the detail that compounds over a multi-year relationship — never lands anywhere structured, so the next adviser meeting starts from cold.
Output quality varies adviser by adviser
Without a firm-wide capture standard, fact-find completeness and depth depend on who ran the meeting and how good their notes are that day. Paraplanning inherits the inconsistency.
How it works
Synthex runs every stage, from intake to approval
Each stage handed off automatically. Approval gates only where human judgement matters.
Step01/05
Listen in on the meeting
Synthex joins the call or sits in the room. Speech-to-text with speaker identification across Teams, Zoom, Google Meet, or an in-person recording — no manual setup per meeting.
Adviser
James Hart
Client
M. Williams
Results
Measurable business outcomes
The process before and after Synthex, side by side.
Adviser attention during discovery
With Synthex
Before
Split between client and keyboard
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Fact find completeness
With Synthex
Before
Varies by adviser, gaps caught later
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Relationship context retained
With Synthex
Before
Lost outside CRM fields
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Fact find in the CRM
With Synthex
Before
Hours of post-meeting entry
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Time from meeting to confirmable fact find
With Synthex
Before
Hours to days
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Adviser attention during discovery
Split between client and keyboard
100% on the client
Fact find completeness
Varies by adviser, gaps caught later
Complete and gap-flagged at end of meeting
Relationship context retained
Lost outside CRM fields
Preserved against the client record
Fact find in the CRM
Hours of post-meeting entry
Seconds after the call ends
Time from meeting to confirmable fact find
Hours to days
Minutes
See Discovery & Fact Find Capture in your firm
Book a walkthrough with our team and we'll tailor the demo to your operating model.