echo
Talk to usGet Echo

Fact finds in,
file notes out.

Download for MacDownload for WindowsApp StoreGoogle Play
The brief for the 10:00 Tan family fact find: she wants the children properly covered, and you said you’d go through their policies with them; under it the five fact-find questions, from who depends on their income to what they could set aside each month.
Echo’s live window during the fact find, showing the follow-up question it passed you.

Every policy starts with a chat.

Now Echo does the writing:

  • a fact-find summary,
  • a file note,
  • a follow-up email.

Echo drafts. You advise and sign off.

File notes from the fact find.

Ask for the file note and Echo drafts it from the meeting, as a PDF or Word file. Tell it what to change, and it drafts again.

Your request to Echo: “Draft the file note for the Tans’ fact find, as a PDF.”
Echo’s answer: the file note for the Tan family fact find as a file to download, with the client profile, the needs, the existing cover and what is still to confirm; its activity log reads 3 steps, 3 done.

Stay with the family.

  • Echo’s Prepared Questions during the Tan family fact find: who depends on their income graded a good answer, their existing cover a partial answer with the follow-up “What does your company cover?”

    Glance at Echo. The next question is there.

    Echo checks your key fact‑find questions as the family answers, and suggests a follow-up when an answer falls short.

  • The notes from the Tan family fact find under its fact-find headings: Ethan, 9, Chloe, 6, and Marcus’s mother as dependants; about $14,500 a month together after CPF; a hospital plan each, Marcus’s life policy, and Rachel’s cover through her company, details not yet known.

    Speak their language. Echo takes the notes.

    It transcribes English, Mandarin, Malay and Tamil, switches included, and fills in your fact‑find headings.

Pick up where you left off.

Echo remembers your clients’ goals and who promised what, each with the meeting it came from, and briefs you before the next review.

What Echo remembers about Rachel Tan: she will send Marcus’s policy papers by Wednesday; she wants the children’s university money kept separate and prefers to meet on Saturday mornings, each with the meeting it came from.

Bring your unit in.

Share a fact find with a colleague or your unit, at the access you choose. Your agency can also share every adviser’s meetings with their unit and its managers, automatically.

Echo’s Share meeting dialog for the Tan family fact find: Aisyah Rahman picked with Summary access, the notes without the transcript or recording; the Private switch off, under the line that the organization’s default sharing shares the meeting with managers automatically; and the fact find already shared with the Ong unit, transcript included, and with Gabriel Seah.

Careful with client data.

Never used to train AI. Encrypted in transit and at rest. Hosted on SOC 2 Type II and ISO 27001 audited platforms.

  • No bot on the call.

    Echo listens from your computer, so the call is just you and the family.

    Echo’s own prompt as your meeting begins: “Zoom detected”, “Zoom Meeting” and a Start Session button.

  • Every brief shows its sources.

    Each line links back to the meeting it came from, so you can check it before you see the client.

    The brief for the Tan family fact find with its first line’s source showing: the Tan family intro on Oct 2, 2026, eight days before.

  • You decide what it remembers.

    Edit a fact, move it to the right client or forget it.

    Two facts Echo remembers about Rachel Tan, each with the meeting it came from; the first, “Rachel and Marcus want to stop work at 60”, shows its controls to edit it, move it to another person or forget it.

How Echo handles your data →

Advise more families.

Leave the writing to Echo. Download it before your next fact find.

Download for MacDownload for WindowsApp StoreGoogle Play

Rolling it out to your agency? Talk to us →

Tell clients you’re taking notes with an AI assistant.