Meeting with Bakkerij Van Dijktoday · 48 minutes
- Meeting recorded
- Report written
- 4 agreements captured
- 3 action points found
Ready to check. The report is in the client file.
More attention for your client. Less time on write-ups. From client meeting to complete report.
Wilson records your client meetings and automatically creates a report with agreements and action points. All in your client file, ready for you to check.
A good conversation. And then the paperwork begins.
You help business owners with important decisions. After every conversation, the paperwork is waiting.
Taking notes
Taking notes costs attention you would rather give your client.
Writing it up afterwards
Reconstructing the conversation afterwards and still writing it up.
Finding agreements back
Weeks later, searching for what was agreed exactly.
How Wilson works
Three steps. Your report is ready.
Recording in Wilson
Recording meeting00:48
Bakkerij Van DijkClient file · 6 sources
- Intake meeting · 12 October
- Meeting report
- Annual accounts 2025
- Financing requirement
- Action points
- Follow-up meeting
Everything you discuss. In one place.
Conversations, documents and notes come together in one file. Without any extra work.
- Conversations, documents and notes together
- Findable without searching
- Ready for the next meeting
Which documents was Van Dijk still going to supply?
In the meeting of 12 October it was agreed that the client supplies the 2025 annual accounts and the current liquidity forecast.Source: meeting report 12 October
What did we agree again?
No digging through old notes. Ask your question, Wilson answers from the file.
- Answers from your own file
- Always with the source
- You decide what to do with it
Start with your meeting report. Build further when you want to.
Start by capturing your meetings. Proposals and your own templates can follow, in the same place.
Today
Record meetings and produce reports.
Next
Build client files and find information back.
After that
Produce proposals and other documents in your own format.
Smart AI. Without complicated systems.
Simple
No AI knowledge needed.
Reliable
Data in Europe, you stay in control.
Personal
A Dutch team you can actually reach.
Affordable
A subscription that fits your practice.
Made for advisers who would rather advise than administrate.
SME financing advisers
Mortgage advisers
Business advisers
Independent financial advisers
Work it out for yourself.
230
10 min1.5 hrs
An estimate, not a promise. We assume four working weeks a month and eight minutes to review a report from Wilson.
15hours a month less writing up≈ 180 hours a year · 23 working days
Start small. See for yourself what Wilson delivers.
The same prices as on the rest of the site.
Wilson Start
For advisers who want their meetings captured automatically.
€12
per user per month, per user per month, on 12 months
- Record and write up meetings
- Report with agreements and action points
- Your documents in one place
- Dutch-speaking support
Wilson Pro
For advisers who also want to work with full client files and professional documents.
€28
per user per month, per user per month, on 12 months
- Everything in Wilson Start
- Client files with all your sources
- Ask your file, with sources
- Your own document templates
- Work together with colleagues
Confidential conversations. Carefully captured.
You work with confidential information every day. Wilson is built for that.
- Data in EuropeYour meetings and documents are kept on European servers.
- No training on client dataWhat you store is not used to train models.
- Audit trail per documentYou see who changed what, and when.
- Human controlWilson delivers the draft. You read it and approve it.
- ISO 27001 in preparationCertification is under way; we will claim it once it is there.
Matthijs Kleinlooh
Co-founder, The Next Wilson
Less writing.
More time for your client.
We are happy to show you how it works and help you get started.
Prefer a quick call or an e-mail first? That works too.