For wealth management COOs
Every advisory meeting generates client commitments.
Are they being kept?
In Parallel captures every client commitment — owner, deadline, context — and turns them into a living tracker with a compliance-ready audit trail. Start free.
The commitment gap
Your advisers make hundreds of promises a week.
How many are documented?
In wealth management, every client meeting generates commitments — portfolio reviews, rebalancing actions, document requests. Most are tracked manually, if at all.
67%
of wealth management firms say client commitment tracking is their biggest operational blind spot.
Advisers make promises in meetings. The firm has no systematic way to ensure those promises are kept.
Deloitte Wealth Management Operations Survey 2025
6 hours per adviser per week
Spent on post-meeting administration: writing up notes, updating CRM records, documenting commitments for compliance. Time that could be spent with clients.
Compliance exposure
A client was promised a suitability review. It wasn’t documented. The regulator finds out before you do. No audit trail means no defence.
Notebook-dependent
Client commitments live in individual advisers’ notebooks, email drafts, and memory. When an adviser is on leave, their promises become invisible.
How In Parallel helps
From scattered promises to a living commitment register.
01
Advisory meeting decision capture
In Parallel joins your client advisory meetings, investment committee sessions, and partner reviews — captures every commitment, owner, and deadline. No manual notes. No chasing relationship managers.
02
Living client commitment tracker
Your client commitment register updates itself from meeting signals. When an adviser promises a portfolio review by Friday, it appears immediately — not buried in someone's notebook.
03
Compliance-ready audit trail
Every client commitment is timestamped, attributed, and traceable. When the regulator asks "what was agreed and when?", you have the answer in seconds — not a week-long document hunt.
04
Firm-wide visibility
See across every advisory team, every client relationship, every outstanding commitment. Know which promises are on track, which are drifting, and which need escalation — before the client notices.
Trusted by advisory firms
A mid-sized wealth manager eliminated compliance gaps in 3 weeks.
“We used to discover missed commitments when the client complained. Now we see every outstanding promise across the firm in real time. The compliance team sleeps better too.”
90%
reduction in undocumented commitments
6 hrs
saved per adviser per week
100%
audit trail coverage from day one
<3 wks
typical time to value
Side by side
What changes when client commitments stop disappearing.
Without In Parallel
- Client commitments tracked in personal notebooks and memory
- Advisers spending evenings writing up meeting notes
- Compliance gaps discovered during audits, not before
- No visibility across advisory teams on outstanding promises
- Client complaints about forgotten follow-ups
With In Parallel
- Every client commitment captured with owner, deadline, and context
- Meeting notes generated automatically — advisers focus on the client
- Continuous compliance-ready documentation from day one
- Firm-wide dashboard of every outstanding commitment
- Proactive follow-up before the client ever has to ask
Built for wealth management
Your meetings. Your compliance obligations. Zero behaviour change.
In Parallel layers onto your existing advisory workflow. Nobody downloads an app. Advisers stay focused on the client. It just works.
Works with your meetings
Zoom, Microsoft Teams, Google Meet. In Parallel layers onto your existing advisory meeting workflow — no migration, no disruption to client experience.
SOC 2 + GDPR
Enterprise security your compliance team expects. EU data residency available. Audit reports on request.
Per-seat pricing
€69 per active seat per month, with annual and volume discounts down to €49. Workspaces are free. Passive users aren’t invoiced. 10 meetings free to try, no credit card.
Zero behaviour change
In Parallel joins your existing meetings. Nobody downloads an app. Nobody changes their workflow. Advisers stay focused on the client.
Built for regulated firms
Designed with financial services compliance in mind. Structured data, audit trails, and retention policies that match your regulatory obligations.
Start free in 5 minutes
Add the AI notetaker to your next advisory meeting. No procurement, no IT review, no risk. See results immediately.
Start in 5 minutes
Add it to your next advisory meeting.
See every commitment captured.
10 meetings free, no credit card. Try it on your next client meeting. See every commitment with an owner and a deadline. Then decide if you want the living commitment tracker.