Professional meetings
for service providers
Time is money. From agenda to audit trail, handled automatically.
- Automatic audit trail: every decision timestamped
- Participants don’t need to log in: actions by email
- Automatic archiving for client files
- Compliance-proof record-keeping (Wft, AFM, GDPR)
- Management and partners stay on top of open items
Client Meeting – Quarterly Review
Sep 10, 2024 · 9:30–10:15 AM
✨ AI summary
Quarterly results were discussed with the client. The follow-up engagement is approved; the Q4 proposal is being drafted.
Agenda
Actions
Draft Q4 proposal
Sep 18Archive quarterly report
Sep 11Schedule follow-up appointment
Sep 15Decisions
Attachments
QuarterlyReport_Q3.pdf
PDF · 265 KBClientActionList.docx
DOCX · 60 KBFinancial services
For insurance brokers, accountants, tax advisors and asset managers. Topical delivers a watertight compliance file under Wft and AFM guidelines, without extra admin.
- Wft-compliant record-keeping
- Automatic AFM audit trail
- Client conversations documented
- Partners always have full overview
"This saves us two hours per week per team. Direct gain."
Business services
For consultancies, marketing agencies and security firms. Decide fast, document client meetings professionally, and build internal buy-in.
- Client meetings professionally recorded
- Decide and follow up fast
- Internal meetings more efficient
- Transparent to clients
"Topical gives us the professionalism our clients expect from us, even after the meeting."
Familiar challenges for service providers
Follow-up takes too much time
After every client call or team meeting, actions have to be divided up by hand. That costs hours per week and leads to mistakes and missed deadlines.
Compliance & record-keeping
Financial service providers are supervised by the AFM and DNB. Manual record-keeping is time-consuming, error-prone and hard to audit.
Buy-in and follow-through
Advice and agreements that aren’t recorded in writing don’t get acted on. Clients remember things differently. That costs trust and time.
Time is your most expensive resource
In services, you bill by the hour. Every hour spent on reporting, searching for agreements, or chasing actions is an hour not spent on clients. For a team of 10 professionals, that can add up to more than €50,000 a year in lost revenue.
See how AssuradeurenGilde saves hours and stays compliant.
"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
Frequently asked questions about Topical for service providers
Service providers that trust Topical
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