Our Microsoft Teams integration revolutionises how finance professionals capture and leverage meeting content, transforming every conversation into valuable Splendid CRM data while supporting regulatory compliance.
Intelligent Meeting Capture
Every Teams session automatically records, transcribes, and summarises, creating comprehensive meeting documentation without any manual effort. Focus entirely on your clients while the system captures every important detail.
Smart Splendid CRM Integration
Meeting recordings and transcripts automatically attach to relevant CRM contacts and deals. Whether discussing loan terms with clients or negotiating with lenders, all conversations become part of the complete relationship history.
AI-Powered Insights
Advanced AI analyses meeting content to extract key information: client needs, commitments made, next steps, and important deadlines. This intelligence automatically updates CRM records and creates follow-up tasks.
Compliance Documentation
Support regulatory requirements with comprehensive meeting archives. Every client interaction is properly documented, searchable, and organised to help maintain compliance with financial services regulations and professional standards. Note: Recording requires appropriate consent and disclosure in accordance with local regulations.
Actionable Meeting Summaries
Receive instant meeting summaries highlighting key decisions, action items, and client commitments. Summaries automatically distribute to relevant team members and integrate with project management workflows.
Searchable Meeting Archives
Build a searchable knowledge base of all business conversations. Quickly find specific discussions, client agreements, or lender negotiations using intelligent search across all meeting transcripts and summaries.