Sonory
A private banking meeting, a hand turning the page of a printed statement, a phone lying flat on the desk.

Banking and wealth

The wealth review, recorded without effort

Objectives, risk tolerance, family situation: the meeting carries elements that bind. Sonory keeps the record and draws a structured note from it.

Download on the App Store Coming soon

What gets lost without a written record

What the client actually said about risk

The questionnaire carries a ticked box. The meeting carries the nuance, and the nuance is what explains a decision two years on.

Changes of situation

A business sale, an inheritance, a property plan: mentioned in passing, they change everything and are noted nowhere.

The late meeting note

Written after several appointments, it blends clients together and loses the detail.

Taking over a portfolio

The successor inherits the figures, not the history of the relationship nor the reasons behind past choices.

What the app does, and what it does not

It records, transcribes and writes a structured note from a template. It does not substitute for any documentary obligation of your institution and claims no sectoral compliance.

This point deserves to be stated plainly: banking and wealth management are regulated, and your institution’s internal rules on recording client meetings prevail over anything we could write here. Check them before recording a client, and have the use validated by your compliance function.

Where the data lives

Recordings, transcripts and notes are stored in Switzerland, Zurich region. Transcription and drafting run on European entry points, therefore outside Switzerland: we write it rather than round it off, because the distinction matters in your work.

Nothing is sold or shared for commercial purposes, and recordings are not used to train models. Deleting an account erases the recordings, transcripts and notes, not merely the access.

The client’s agreement is required before any recording of a private conversation. The app offers an audible start signal, on by default, and recalls the rule on first use.

Filing to the client record

The note exports to PDF for archiving and to Word to be taken into your institution’s template. The transcript alone exports separately, should your internal policy distinguish the meeting note from the record of what was said.

The templates that apply here

Taken from the 274-template catalogue that ships with the app. Each one imposes its structure on the note.

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