Does Demodesk replace our advice documentation?

No. Demodesk gives advisors a structured record of what was said in the consultation. The documentation your regulator requires stays with your advisors and your compliance team. They build it on the record instead of from memory.

What does Demodesk do for financial advisors after a client meeting?

It records the meeting wherever it happens: at the client’s home, in the office, on the phone or on video. Your custom advice-record agent writes the record in the structure your firm sets up, the follow-up email is drafted, and CRM notes go to Salesforce, HubSpot or Pipedrive once you approve them. For other advisor systems, talk to us about the API.

Can we record client meetings, and do clients have to agree?

Yes, and only with the client’s consent. The advisor asks before recording, and every Demodesk app reminds them to. Around it, Demodesk gives you hosting in Frankfurt, retention periods you set and access by role.

Where are recordings stored, and who can see them?

On EU servers in Frankfurt, under ISO 27001:2022. Your admins decide who can open which recordings by role and group. Recordings and transcripts are never used to train AI.

Can recordings be deleted automatically?

Yes. Choose a retention period of 12 hours, 15, 30, 60, 90 or 150 days, or one year. Bookmarked recordings, for example ones you keep for training, are excluded from automatic deletion.

Which CRMs and agency systems does it connect to?

Salesforce, HubSpot and Pipedrive out of the box. If your agency or broker system is something else, talk to us about the API.

How fast do new advisors get up to speed?

CLARK Switzerland cut onboarding from 2 to 3 weeks of shadowing to under one week. New advisors follow a standard consultation structure and learn from scored recordings of the team’s best calls.

Insurance & Financial Services

Every consultation on record, at the office or the kitchen table

Insurance brokers, agents and financial advisors meet clients at the kitchen table, in the office, on the phone and on video. Demodesk records each conversation and turns it into a structured record of the advice: needs, existing contracts, products discussed, the client’s questions, next steps. Advisors build their documentation on that record instead of rebuilding the meeting from memory.

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An advisor going through documents with an older couple at their table

A day in advice

Four channels, one record per client

Demodesk records every conversation, on every channel, and works on each one: summary, follow-up, CRM update, coaching. Here is where it makes the biggest difference on a typical day.

Insurance advisor

09:00Video
Video call with an existing client
The Notetaker joins the call and announces itself.
Key highlight
AI Assistant writes the summary and the follow-up with the documents the client asked for.
11:30Desktop
Phone call about a claim
The desktop app records the softphone call, with no bot on the line.
Key highlight
AI Assistant has the claim details in the summary shortly after the headset comes off.
15:00On-site
Meeting at the client’s home
A couple, two hours at the dining table: income, existing contracts, goals. The phone records on the table.
Key highlight
AI Assistant captures the whole consultation, so the advisor looks at the clients, not at a form.
17:15In the office
Back in the office, the advice record is ready
Once the upload finishes: needs, existing contracts, products discussed, the clients’ questions, agreed next steps. The advisor completes the formal documentation from it.
Key highlight
AI Crew runs your custom advice-record agent, which writes the record in the structure your agency set up.
17:30In the office
Feedback before the next appointment
Before the next appointment, the advisor sees how the visit went.
Key highlight
AI Coach scores the visit against the agency’s consultation checklist and points to the moment the clients hesitated.

Who it helps

One conversation, three teams

For the advisor
Look at the client, not at the form
- Record at the client’s home, in the office, on the phone and on video.
- The advice record is drafted from what was said.
- Follow-up email and CRM notes are ready for your approval.
Explore AI Assistant
For the agency lead
New advisors learn from your best consultations
- Recordings of your best consultations become onboarding material.
- Every consultation scored against your own checklist.
- CLARK Switzerland cut onboarding from 2 to 3 weeks to under one.
Explore AI Coach
For the back office
The back office works from the record
- Applications are prepared from the documented needs, not from handwritten notes.
- Access by role: only the people who need a recording can open it.
- Retention from 12 hours to a year, set by you.
Explore AI CRM Concierge

Yannick Peter, Senior Product Manager, CLARK Switzerland

onboarding, down from 2 to 3 weeks: < 1 week
post-call productivity: +20–30%
scored on quality criteria: Every call

EU trust, by design

Advice conversations stay private

Recordings are hosted in Frankfurt, certified to ISO 27001:2022 and never used to train AI. Retention runs from 12 hours to a year, and access follows roles you define. Your compliance team decides what the formal documentation must contain.

Consent, prompted every time.: Every Demodesk app reminds the person recording to ask for consent first, and group-based permissions decide who may record at all.
Retention and access control.: Retention from 12 hours to a year, role-based access and full audit logging, certified to ISO 27001:2022.
EU data residency.: Hosted in Frankfurt. Your data stays on EU servers, never trains AI models and never crosses the Atlantic.
Anonymization for AI.: Names, companies and personal data are stripped before any transcript reaches an LLM.

Security & compliance

Questions from teams like yours

: No. Demodesk gives advisors a structured record of what was said in the consultation. The documentation your regulator requires stays with your advisors and your compliance team. They build it on the record instead of from memory.
: It records the meeting wherever it happens: at the client’s home, in the office, on the phone or on video. Your custom advice-record agent writes the record in the structure your firm sets up, the follow-up email is drafted, and CRM notes go to Salesforce, HubSpot or Pipedrive once you approve them. For other advisor systems, talk to us about the API.
: Yes, and only with the client’s consent. The advisor asks before recording, and every Demodesk app reminds them to. Around it, Demodesk gives you hosting in Frankfurt, retention periods you set and access by role.
: On EU servers in Frankfurt, under ISO 27001:2022. Your admins decide who can open which recordings by role and group. Recordings and transcripts are never used to train AI.
: Yes. Choose a retention period of 12 hours, 15, 30, 60, 90 or 150 days, or one year. Bookmarked recordings, for example ones you keep for training, are excluded from automatic deletion.
: Salesforce, HubSpot and Pipedrive out of the box. If your agency or broker system is something else, talk to us about the API.
: CLARK Switzerland cut onboarding from 2 to 3 weeks of shadowing to under one week. New advisors follow a standard consultation structure and learn from scored recordings of the team’s best calls.