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Reading the transcript.

Reasoning

The Adams Family, met this morning. Here is what came out of it.

transcript, 47 min

Decided

Rebalance back to target, approved.09:14

A $250 monthly 529 contribution for Emily.22:48

September review confirmed.44:05

You promised

"I will have the follow-up and the numbers to you by Friday."41:22

Next steps

Send the rebalance proposal.You, by Friday

Set up the $250 monthly 529 transfer.Operations, by July 30

Michael sends the updated trust paperwork.Client, early next week

Noted

Susan's mother had surgery this week. For the next call, no plan change.

Where available, each line traces to the recording. Nothing is written or sent until you approve it.

The Adams Family · Post-meeting

Attended: Michael and Susan Adams, with you. Recording consented, on file. 47 minutes, ended 11:29 am. Retained with the transcript under the firm's retention policy.

The record

Decisions made

Rebalance back to target, approved.09:14

You proposed; equities 6 points over the IPS band, trim with no gains realized this year.

A $250 monthly 529 contribution for Emily.22:48

Michael agreed during the recorded meeting.

September review confirmed.44:05

Both agreed; keeps the quarterly cadence they prefer.

You committed

"I will have the follow-up and the numbers to you by Friday."41:22

"I will look at the 529 fund options before we set it up."23:10

Flagged from the conversation

Susan's mother's surgery. Next call topic.28:30

Michael mentioned consolidating an old 401(k). Held for follow-up, not confirmed.31:47

Compliance

The meeting record, decisions, and this debrief are retained with the transcript. Disclosure moments are marked in the transcript for your review, never auto-certified. The transcript, decisions, and this debrief are retained under the firm's books and records policy.

From last meeting, June 24

Send the college funding comparison. Delivered July 2.CLOSED

Confirm the trust attorney's timeline. Covered today at 18:03.CLOSED

Review the bond sleeve at the next rebalance. Carried into today's rebalance decision.CARRIED

What happens next

Send the rebalance proposal.

You, by FridayREADY TO RUN

Set up the $250 monthly 529 transfer.

Operations, by July 30READY TO RUN

CRM update and notes filed.

Zom, on your approvalREADY TO RUN

Book the September review.

Zom, on your approval. Quarterly cadence, on schedule.READY TO RUN

Follow-up email to Michael and Susan. Zom drafted, you send. Lives in the Email Draft flow.

Zom, held at gateHELD AT ITS GATE

Michael's trust paperwork.

Client, his words, early next weekWAITING ON CLIENT

Documents

The firm sends: the rebalance proposal, the performance report (held at its gate).

The client sends: the updated trust paperwork.

CRM updates, previewed

written only when you approve

529 goal, Emilyadded

Next review dateSeptember

Narrative note: the decisions and commitments above, filed to the household record.

Conversation

Here is the debrief: three decisions, two commitments, and five next steps, each traced to the recording. Review them as one plan; client communications remain stopped at their own approval gates.

Ask a follow-up

Review the six-step post-meeting plan: notes, CRM update, follow-up email, tasks, performance report, close-out. Client communications remain stopped at their own approval gates. Review the plan →

Six steps prepared for review.

Prepared for review

Zom prepared the six steps for your review. Client communications remain stopped at their own approval gates.

1.Meeting notes, prepared from today's Adams decisions.Prepared

2.CRM update, prepared for the contact record.Prepared

3.Follow-up email, drafted to Michael and Susan.Approval required

4.Follow-up tasks, prepared with owners and due dates.Prepared

5.Performance report, prepared for advisor review.Approval required

6.Close-out summary, prepared for review.Prepared

Each prepared step is ready for advisor review. Client communications remain stopped at their own approval gates.

Each prepared step remains subject to advisor review. Review the two drafts →

The Adams Family, email draft · editing panel

Email draft

Language screen complete.

No guarantee, outperformance, or risk-free language flagged.

TOMichael and Susan Adams+Cc +Bcc

SUBJYour rebalance proposal and next steps

Michael and Susan,

Happy early birthday, Michael, 59 this Thursday. Following up on our review this week: I will send the rebalance proposal by Friday for your review.

I will see you and Susan at our September review. Call me with any questions, that is what I am here for.

Warmly,
Maria

What this draft is based on

Your voiceAuthorized communications are used as drafting context, so the draft follows how you already write. The meetingYour 47-minute meeting with the Adams and the recorded rebalance decision. The recordYour commitment to send the rebalance proposal by Friday.

The Adams Family, performance report.pdf 140 KB

Conversation

Drafted in your voice. It mentions Friday's rebalance and says nothing about the college contribution until they approve. Review and send edits from your own Outlook.

Ask a follow-up

Adjust tone

Edit Copy draft Open in Outlook to send →

The Adams Family, met this morning. Here is what came out of it.

transcript, 47 min

Decided

Rebalance back to target, approved.

A $250 monthly 529 contribution for Emily.

September review confirmed.

You promised

"I will have the follow-up and the numbers to you by Friday."

Next steps

Send the rebalance proposal. You, by Friday.

Set up the $250 monthly 529 transfer. Operations, by July 30.

Michael sends the updated trust paperwork. Client, early next week.

Noted

Susan's mother had surgery this week. For the next call, no plan change.

Where available, each line traces to the recording. Nothing is written or sent until you approve it.

Security

Enterprise-grade security and controls.

Where available, Zom shows supporting source information for review. Client data sent to the model provider is processed under zero-data-retention terms and is not used to train third-party models.

01 Compliance

SOC 2 controls

Independent audit coverage, logs, source trails, and advisor approval gates support books-and-records review.

02 Encryption

Encrypted by default

Data is encrypted at rest and in transit. Secrets are managed through AWS Secrets Manager and KMS.

03 Zero data retention

No model training

Client data sent to the model provider is processed under zero-data-retention terms and is not used to train third-party models.

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Questions

Common questions

What Zom does, and what it takes to run at your firm.

What is Zom?

Zom is an operating and business intelligence platform for independent RIAs. It brings client, portfolio, workflow, compliance, and firm information together so advisors and firm leaders can see what needs attention, understand it in context, and prepare work for review.

What information can Zom work with?

Depending on your setup, Zom can work with information from your CRM, custodial and portfolio systems, email, calendar, meeting transcripts, and client or firm documents you provide. We confirm each supported connection and explain exactly what Zom can and cannot access before onboarding.

Do I need to replace my existing technology?

No. Zom is designed to work alongside the systems your firm already uses. Support varies by system, so we review your stack and confirm the available connections before setup.

How does Zom handle security and compliance?

Zom has completed its SOC 2 Type II audit. It also uses encrypted data handling, role-based access, audit logging, and Claude Zero Data Retention. Client data sent to the model provider is processed under zero-data-retention terms and is not used to train third-party models. AI-generated work remains subject to advisor review and approval.

How is Zom different from meeting-note tools or generic AI copilots?

Meeting-note tools capture a conversation. Generic copilots answer a prompt or draft content. Zom gets your firm. It uses connected information from your clients, documents, conversations, workflows, portfolios, compliance activity, and business operations to prepare work in context instead of starting from a blank prompt. Where available, Zom shows supporting source information for review. The advisor stays in control.

Can Zom work across multiple clients or the entire firm?

Yes, within the data and permissions available to your firm. Principals can review information across households, clients, and advisor books. What Zom can show depends on connected sources and each user's role.

Does Zom act automatically?

Zom does not act independently. It surfaces information, prepares work, and suggests next steps for review. The advisor decides what gets sent, recommended, approved, or implemented. It does not send client communications, execute trades, move money, or make final recommendations.

What does it take to get started?

Request access through the website. We review your firm's technology stack, confirm supported connections and permissions, and select the first workflows to set up.

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