Personalized proposals
Explore the connected client workflow.
Meeting notes integration
Vega Minds
Connected to your client work.
Bring notes from the Vega Minds notetaker into Investipal for client context, personalized proposals, and meeting preparation.
Book a demo ↗The client, in context.
Vega Minds
InvestipalMeeting notes
Trusted by leading advisory firms
Inside the workflow
Put the meeting notes to work.
Keep the conversation in the work that follows.
Bring in the meeting notes.
Once Investipal enables Vega Minds for your firm, attach meeting summaries to the client record.
Keep the client context connected.
Use the conversation alongside the client’s priorities and portfolio information.
Create the next piece of client work.
Bring meeting context into personalized proposals and preparation for the next client conversation.
A few things to know.
What does the Vega Minds connection do?
Once Investipal enables it for your firm, attach Vega Minds meeting summaries to the client record. Alpha uses them for personalized proposals and meeting preparation.
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