Big news for financial advisers: In-app video calls are now live on Lens!
We’ve all felt the same pain - trying to guide a client through a fact find while juggling a separate meeting link, repeating instructions, and taking down notes mid-convo.
With our latest update, you can now call your client directly from within their fact find. It’s a complete side-by-side collaborative experience designed to save you hours of admin and headache for you, your client and your support staff.
Here is how it can transform your workflow:
In-App Calling & Screen Sharing: Initiate the call straight from the fact find. Share your screen to guide them through complex sections, or simply collaborate in real-time.
Follow-Me Video Frame: Pop out the client’s video frame so it floats and follows you as you navigate through different pages of their fact find. You never lose eye contact.
Real-Time Transcription: Lens captures a word-for-word, real-time transcription of your conversation as you speak. You can download the full transcript as soon as the call ends.
Instant AI Deliverables: Lens reads the live transcript and cross-references it with the actual data inside the fact find (like their stated goals and selected scope of advice) to automatically generate:
A comprehensive File Note
A polished Summary Email drafted and ready for your client
A structured To-Do List of actionable next steps
You also have the flexibility to take the transcript and upload it to whatever AI you prefer/already use – you aren’t constrained.
Stop wasting hours dictating meeting notes or manually typing out emails. Speak naturally, focus entirely on your client relationship, and let Lens handle the admin.
Ready to experience a faster, simpler way to onboard and review?
Register a free account and onboard yourself in 5 minutes – no payment details required, no forced demos, no restrictive lite version. Go to: https://lensapp.com.au/register
See more at: https://lensapp.com.au/