Six reasons why firms implement Claritalk.
Every firm starts for a different reason. One wants to eliminate retyping, another wants every conversation to go equally well, regardless of who is conducting it. Here's what we hear most often — and what concretely changes.
Allowing data to flow instead of retyping
Your data already exists. It's just sitting in four systems that don't communicate, and the only link between them is an employee who retypes everything. That's where time disappears, and where errors creep in.
Claritalk retrieves what's needed for the conversation and writes back what was decided afterwards. The talking points from Silverfin return with a conclusion; the follow-up lands as a task in AdminPulse. You approve, that's all.
See how the integration worksToday
- Look up figures in Silverfin
- Check tasks in AdminPulse
- Verify mandates in FID-Manager
- Retype everything after the conversation
With Claritalk
- Everything is ready in one client file view
- With indication of its origin system
- Conclusions return automatically
- One approval instead of four times typing
Today
- Nobody records the ten-minute phone call
- Nor the email containing advice
- Hours are filled in from memory in the evening
- What you forget, you don't invoice
With Claritalk
- Every interaction is logged, including phone calls and emails
- Time tracking is automatically suggested
- You confirm instead of reconstructing
- What you did is recorded in AdminPulse
Hours that otherwise quietly disappear
Most firms don't lose time on large projects, but on the small tasks that never get recorded. A phone call about an advance payment, an email with tax advice, half an hour of explanation after a meeting.
Claritalk captures these interactions and suggests the recording itself. You no longer need to reconstruct your day; you simply confirm what's already there.
How the feedback worksGetting better at conversations, not just faster
In every firm, there's one person whose clients always leave satisfied. That person does something differently from the rest, but no one knows exactly what — and it's never written down.
Claritalk makes the conversation visible. Connect tracks which points were discussed during the conversation, and afterwards you see where conversations get stuck: topics that are consistently overlooked, questions that aren't asked.
How Connect observesToday
- Quality depends on who conducts the conversation
- Half of your points remain in the folder
- Getting feedback means having someone listen in
With Claritalk
- Every conversation follows the same checklist
- You tick off items as you speak
- Coaching based on your own conversations
- Practice with Clara before the real conversation
ClaraClaraExample view of a practice conversation.
New colleagues autonomous faster
Training a new practice manager takes months, and that time comes from your most experienced people. The client file history also often resides in the head of the colleague who leaves or is ill.
With Claritalk, the history is stored in the client file: what was discussed previously, what was decided, what were sensitive points. A colleague unfamiliar with the client file can still attend prepared. And those who find it difficult can practice with Clara first.
Practice with ClaraNo client quietly disappearing from view
The clients who cancel are rarely the clients with a problem. They are the clients you haven't spoken to for nine months, because there was never an occasion and no one noticed.
With the appointment scheduler, you set how often you want to see that client per client file. From then on, Claritalk tracks whose turn it is, sends the invitation, and schedules it. No list someone keeps up to date on Friday evening.
How the appointment scheduler worksExample view of the appointment scheduler.
Today
- The figures are ready, but no one reads them on time
- Advisory opportunities are noticed after closing
- The conversation is about the past
With Claritalk
- Deviations are flagged before the conversation
- They are ready as discussion topics, with the source included
- The conversation is about what the client needs to decide now
From figures to advisory assignments
Advisory revenue starts with noticing. A margin that declines for three consecutive quarters, an investment that's coming up, a mandate that's expiring: all prompts for a conversation that's worth more than the declaration itself.
Claritalk extracts these signals from your reporting and prepares them as discussion topics. Your client sees that you're paying attention, even between deadlines.
See the talking pointsMost firms start with one of these three
You don't have to implement everything at once. Choose where the pain is greatest today.
Reports and tasks
Activate the feedback loop and post-meeting work disappears from your evenings. Noticeable from the first conversation.
To that use caseFollow-up and advice
Set the periodicity per client file. Within a quarter, you'll see which clients you lost sight of.
To that use caseConversations and training
Let junior colleagues practice with Clara and get involved in prepared client files.
To that use caseWhich of the six do you recognise most?
Create your account and immediately set up Claritalk for that scenario, using your own client files as an example.
Would you prefer to get in touch with one of our sales team? Schedule a short meeting.