← Financial services
Committee meetings turned into decision records.
The decision, the rationale and the sign-off, written down as it happens.
InMeeting notes and portfolio changes.
OutA decision record with rationale and sign-off.
How it works today
- Decisions sit in meeting notes and emails.
- The rationale is reconstructed weeks later.
- Model portfolio changes are documented late.
What we build
- Step 1Turns meeting notes into structured decision records.
- Step 2Captures the rationale and the alternatives considered.
- Step 3Documents model portfolio changes as they're made.
- Step 4Routes each record for compliance sign-off.
Where a person stays in charge
The committee decides. Compliance signs off every record.
Connects to
Your portfolio platform and document store.
What we measure
- Time to complete minutes
- Decisions with a recorded rationale
- Time to retrieve a record at audit