Meeting Prep & Recap Skill
The Skill that assembles the adviser's briefing pack before every client meeting and drafts the recap after — grounded in the client's file and the firm's suitability policy.
Prep and recap are the two most-skipped steps of the adviser's day.
Every meeting has a pack in the calendar and a recap on file within the hour.
What this Skill needs and what it returns
- • Client file
- • Portfolio state
- • Prior meeting notes
- • Prep pack
- • Recap draft
- • Client file
- • House suitability policy
- • Recap requires adviser sign-off before filing
- • Recap adoption rate
Wealth Management
skills
Prep and recap are the two most-skipped steps of the adviser's day.
The Skill's job inside your AI-First OS is to make every meeting has a pack in the calendar and a recap on file within the hour.. It reads from the Firm Memory scopes listed above, calls the Model Router with policy-appropriate models, and returns outputs in the firm's own shape — with the guardrails and evals the compliance team can sign.
Ship this Skill
This Skill is one of several we build inside a KJ Capital AI-First OS. Engagements start with a two-week £15k AI Diagnostic. We audit your systems, design the OS across the six layers, and ship the first version of Skills like this one inside the following six to twelve weeks.
FAQ
Does it record the meeting?
Only where consent and jurisdiction allow. Otherwise it reads the adviser's notes.
Ship this Skill inside your firm
Every KJ Capital engagement begins with a two-week £15k AI Diagnostic. We design your AI-First OS end-to-end, cost the build, and name the first three Skills to ship.