CLIO IQFinancial services
Built for SEBI/RBI-era scrutiny. Every advisory conversation is filed, timestamped, and searchable — not scattered across Zoom, WhatsApp, and personal notes.
The regulatory reality
SEBI and RBI are tightening how financial products are sold and documented. Every customer interaction increasingly needs to be on record — not remembered, not reconstructed after the fact.
What gets filed
Every advisory call — what was disclosed, what was promised, and by whom — is captured by AI Notetaker with disclosed consent, timestamped, and retained under your org's record-keeping policy.
When a regulator or client asks
The answer is a search, not a memory. Instead of piecing together what was said from a rep's recollection weeks later, the actual conversation is retrievable.
India sells in many languages
Reps in Mumbai, Chennai, and Pune don't sell in English — the same capture and filing works across the languages a call actually happens in.
A real call record, not a policy document someone has to keep updated by hand.
Walk through a real filed record.
We'll show you a transcript become a CRM entry, end to end.