Convono for banking and finance
Structured, reviewable meeting documentation in an environment the organisation controls.
Banking and finance organisations run client meetings, advisory conversations, internal check-ins and case reviews where large amounts of information need to be documented and followed up. Convono helps the organisation create a structured, searchable and reviewable meeting record. With a local on-premises installation, audio, transcripts and summaries can be processed within the organisation's own environment.
- Local installation
- Reviewable record
- Clear follow-up
Structured, reviewable meeting documentation in an environment the organisation controls.
Challenges we often see
Extensive meeting information
Client dialogues and internal reviews can contain many details, terms, questions and agreements that need to be documented.
High demands for control
The organisation may need to control where audio material, transcripts and summaries are processed and stored.
Time-consuming follow-up
Notes often need to be compiled and passed on between advisors, specialists and other internal functions.
Five steps, from recording to follow-up
The same clear workflow is used regardless of meeting type, adapted to how you work in banking and finance.
- 1
Record or upload
Record the meeting directly in Convono or upload an existing audio file.
- 2
Transcribe and identify speakers
Convono converts the audio into text and distinguishes between different speakers in the conversation.
- 3
Summarise and structure
A summary is produced together with decisions and action items.
- 4
Review against the audio
Review Mode and audio sync make it easy to check the transcript against the recording.
- 5
Export and follow up
Export the material and use it for documentation, follow-up and continued work.
Tangible benefits after the meeting
Convono delivers a structured record that can be used immediately, without anyone having to reconstruct the conversation from memory.
- Searchable meeting record
- Documented needs and agreements
- Clearer next steps
- Easier internal handover
- Ability to review relevant sections against the audio
Example: advisory and case review
An advisor holds a longer meeting where the client's situation, needs and possible next steps are discussed. Convono documents the conversation, identifies speakers and creates a structured summary.
After the meeting, the user can review specific sections against the audio, search the transcript, and produce a clear record for continued internal handling.
Features that make a difference in practice
Speaker identification
The system distinguishes between different speakers, making it easier to follow who said what.
AI summary
Convono generates a summary that highlights the most important parts of the meeting.
Review Mode
Review the transcript in a single view where text and audio can be checked together.
Audio sync
Click within the transcript to jump directly to the corresponding part of the recording.
Custom glossary
Names, technical terms and internal concepts are rendered consistently in the transcript and summary.
Chatbot
Ask questions directly about the transcript and find specific points without reading the whole document.
Built for local deployment
Convono can be installed on-premises within the organisation's own environment. AI Systems Sweden can install the solution in a compatible existing server environment or deliver a complete setup with hardware, software, configuration and support.
- Local processing of meeting material
- Infrastructure tailored to the organisation's needs
- Installation, configuration and support from AI Systems Sweden
See how Convono can be used in your organisation
We'll walk through your meeting flows, IT environment, and which Convono setup fits best.