What financial service providers
say about Topical
From insurance brokers to tax advisors: financial professionals save hours a week and meet Wft and AFM guidelines effortlessly.
How AssuradeurenGilde saves hours and stays compliant
AssuradeurenGilde is a leading insurance brokerage that deals with strict compliance requirements from the AFM and DNB every day. The combination of client conversations, team meetings and record-keeping created a heavy administrative load for the whole team.
The challenge
CTO Hamza Bouyafa was looking for a solution to two problems at once: the time lost to manual reporting, and the risk of incomplete records during AFM audits. Manual minutes were error-prone and hard to retrieve. For a firm that bills by the hour, that was a double loss.
The approach
In 2021, AssuradeurenGilde switched to Topical. Every client conversation and team meeting is now structured through fixed templates. Decisions are recorded live during the meeting, the AFM audit trail builds up automatically, and reports are shared within minutes, even with participants without an account.
The result
The team saves two hours per week per person, spent directly on client work. Compliance files are always in order without anyone spending extra time on it. At the next AFM audit, the firm had all documentation available in a single click.
Results at a glance
- 2 hours saved per employee per week, spent directly on clients
- Wft compliance file kept up to date automatically
- AFM audit trail available without extra manual work
- Client conversations professionally documented and shared
"This saves us two hours per week per team. Direct gain. And our compliance files are always in order."
Hamza Bouyafa
CTO · AssuradeurenGilde · Customer since 2021
Experiences from financial services
What financial professionals experience daily with Topical.
"This saves us two hours per week per team. Direct gain. And our compliance files are now always in order, without anyone spending extra time on it."
Hamza Bouyafa
CTO · AssuradeurenGilde · Customer since 2021
"Topical gives us the professionalism our clients expect from us, even after the meeting. Every decision documented, every action tracked."
Boris van der Horst
Director · TRIBE Security · Customer since 2022
"We don’t record everything that’s discussed, we focus on the actions. Topical helps us keep that structure, every single time."
Dave van den Akker
CEO · Linquake · Customer since 2023
Concrete results in financial services
Always compliant
Wft and AFM record-keeping maintained automatically, ready for any audit.
2 hours per team per week
Less time on reporting, more time for billable client work.
A professional client impression
Clients receive a structured report right after the conversation, at no extra effort.
Financial service providers that trust Topical
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