For investment banking teams
Keep client meeting context and follow-through together.
For banking teams evaluating Intellebox, the verified scope is meeting preparation, transcript-based recaps, tasks, source-grounded follow-up, and human review.
01
Meeting record
The conversation becomes visible work, not a lost handoff.
The supported workflow starts before the meeting and ends with a person reviewing the next action.
Client meeting
Strategic review
Illustrative workflow · Not a deal record
Before
01Context is prepared
Calendar details, verified firm material, and open work can inform a meeting brief.
During
02The conversation is captured
Aiden works from audio, transcript, and in-meeting chat, never video or screens.
After
03Decisions become follow-through
Recaps, action items, tasks, and promised next steps remain visible.
Review
04A person decides what moves
The resulting follow-up remains grounded and reviewable.
02
Inside the product
What supports this workflow.
Each capability shown here maps to a current Intellebox product workflow.
- 01
Aiden
Transcript-based meeting support
Aiden supports meeting preparation, audio and transcript capture, recaps, action items, tasks, and follow-ups.
- 02
Firm knowledge
Source context can stay attached
Verified knowledge documents and citations can ground a communication without presenting the system as a diligence engine.
- 03
Connected work
Calendars, meetings, and HubSpot
Google and Outlook calendars, Google Meet, Zoom, Microsoft Teams, and HubSpot are implemented connections.
03 · Supported scope
Meeting continuity, not deal execution.
The supported scope is deliberately narrow: work around client meetings. Banking-specific transaction workflows remain outside the verified scope.
Supported in this workflow
- 01Meeting preparation, transcripts, recaps, action items, and follow-ups
- 02Verified firm knowledge, citations, and reviewable communication
- 03Calendar, meeting-platform, and HubSpot connectivity
Outside this workflow
- 01Deal sourcing, pipeline management, transaction execution, or deal rooms
- 02Pitchbooks, CIMs, financial models, valuation, or diligence
- 03MNPI controls, wall-crossing workflows, or regulatory compliance assurances
04
Questions, answered plainly
What the workflow does—and does not do.
- What can Intellebox support around banker-client meetings?
- The verified capabilities cover meeting preparation, transcript-based recaps, action items, tasks, follow-ups, and source-grounded communication.
- Does Aiden watch meetings or screens?
- No. Aiden works from meeting audio, transcripts, and in-meeting chat. Aiden does not analyze video or screens.
- Can verified firm material ground a follow-up?
- Yes. Knowledge documents can carry verification states and citations into a communication that remains subject to human review.
- Is Intellebox a deal-execution platform?
- No. Intellebox is not presented as pitchbook or CIM generation, financial modeling, valuation, diligence, deal-room, or pipeline software.
Bring one client-meeting workflow
Discuss the work around the conversation.
Start with the preparation, capture, or follow-through your team wants to keep connected.