Agent library / Client meetings / Conversation review
Conversation review
PitCrew reads meeting notes and summaries for promises made to clients, possible complaints and topics your policy says compliance should see, and lists them for follow-up.
When it runsAfter each meeting, or weekly
Who approvesThe advisor, and compliance for flagged items
Works withMeeting notes, CRM
How it works
4 steps. A person decides at the end.
- Reads the notesFrom your notetaker or the CRM
- Finds commitmentsWhat the firm promised and by when
- Flags sensitive topicsPossible complaints or topics in your policy
- A person approvesA person reviewsAdvisor for commitments, compliance for flags
What it reads and what it produces
Reads
- Meeting notes and summaries
- Your policy on what compliance should see
Produces
- A list of commitments with dates
- Flags for compliance with the line from the notes
Rules it follows
- Never decides a complaintIt flags; compliance decides.
- Quotes the lineEach flag shows the exact words.
Questions firms ask
Last updated: October 2026
What does it read?
The meeting notes or summaries your team already has.
How long does it take to set up?
5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.
More in Client meetings
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Don't see your work?
Tell us the taskWe build it with you, from data access to the first production run in 5 working days.