Easen for Finance

Compliance built in, not bolted on.

Suitability notes, risk disclosures, and advisory records, documented as the conversation happens, not reconstructed from memory the morning after.

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“Risk exposure on the Q3 positions”

Answer

Gross exposure is $4.2M across three sectors. Tech concentration is at 38%, above our internal threshold. The hedge ratio has held above 0.85 since February, and every position has a suitability review on file.

From documents

An example from a finance call

Financial Advisers & Analysts

Facing a compliance audit with incomplete client suitability records.

Easen was in the room. It brings it back at the moment you need it.

Built for finance

What it does in your meetings.

Real-time suitability capture

Every risk disclosure, client acknowledgement, and advisory note is captured as it's spoken, structured and ready for the compliance file.

'Client acknowledged concentration risk and confirmed risk appetite unchanged'

Audit-ready meeting records

Every advisory meeting becomes a structured record: what was discussed, recommended, and confirmed. Time-stamped and searchable.

'Client confirmed understanding of liquidity risk on alternative positions'

Cross-call commitment tracking

Open items and client instructions are tracked across meetings, so nothing falls through the cracks between quarterly reviews.

'Tax-loss harvesting instruction from March review, still pending execution'

In the room

The question lands. The answer is already there.

Easen

Helen MarshLISTENING10:44Mic onPauseEnd Meeting

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10:41Helen

Let's move to the portfolio section of the agenda.

10:43You

The Q3 positions are on slide six.

10:44Helen

Walk the committee through the risk exposure on the Q3 positions.

RESPONSE

“Risk exposure on the Q3 positions”

ANSWER

From documents

Ask questionsCopy

ADD

Last month's board note already flagged the tech concentration and asked for a trigger-based reduction plan. That plan is ready to share now.

An example from a finance call. The names and the meeting are invented.

In practice

How it works

01
Say who you're meeting
Type a name. Easen pulls up your history with them.
02
Start the meeting
Easen listens on your own computer. Nothing joins the call.
03
A question lands
A suggested answer appears, with where it came from.
04
Hang up
The summary is written, and every commitment is tracked.

Other industries

The same memory, whatever your meetings are about.

SalesRemember every client promise and objection.LegalKeep track of prior discussions and outstanding matters.EngineeringRecall technical decisions and unresolved blockers.StudentsFind what was said in any lecture or seminar.InsuranceRemember each client's situation and what you said you would check.LogisticsKeep carriers, dates and open issues straight across calls.Home ServicesRemember each customer's job details and what you quoted.AutomotiveRemember each customer's vehicle, concerns and follow-ups.Ed TechRecall what each school asked for and what you committed to.Real EstateRemember what every buyer and seller told you.CybersecurityRecall findings, owners and remediation dates from every call.RecruitingWalk into every candidate conversation prepared.Med DevicesRemember each account's questions and your follow-ups.SolarRemember each homeowner's questions, quotes and next steps.

Walk into your next meeting already knowing.