chit at work
chit for financial advisory
Who carries it: RIA / advisor
Reg BI is a documentation problem. Voice solves documentation.
When to press it
- Client review meetings
- trade discussions
- planning conversations
What the end of the day gives back
Meeting becomes CRM note + tasks; promised follow-ups queued.
What a team sees
Compliance-friendly oversight: meeting volume and sentiment with retention benefits.
Teach it your job
“RIA advisor; capture stated objectives, risk-tolerance changes, and action items.”
A context like this — typed once into the app — is how chit stops being a generic recorder and starts being yours.
Where the data lives
Books-and-records posture: retained recordings in firm VPC turn compliance from liability to asset.
Recording laws differ by state, and several require every party's consent. chit only captures while the button is held — know your state's rule before recording another person.