Prospo

Prospo is the mobile companion for advisers and client-facing professionals. Record meetings, get AI-powered transcripts, review file notes, and stay on top of every client interaction — all from your phone.

Whether you're heading into a client visit, debriefing in the car, or following up between appointments, Prospo turns the time between meetings into productive moments.

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WHAT YOU CAN DO
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🎙 RECORD MEETINGS IN ONE TAP
Capture in-person conversations with high-quality on-device audio recording. A live timer keeps you informed, and uploads run securely in the background so you can move on with your day.

📝 AI-POWERED TRANSCRIPTS
Once a recording finishes uploading, Prospo automatically initiates transcription. Review the full conversation, expand sections, and never lose track of what was discussed.

📂 MEETING DETAILS AT YOUR FINGERTIPS
Every meeting opens into a tabbed view with everything you need:
• Overview — attendees, type (Teams, Zoom, or in-person), status, and a one-tap "Join" button for virtual meetings
• Recordings — playback with seek slider, plus the full transcript
• File Note — the AI-generated meeting summary, beautifully formatted
• Knowledge Graph — a visual map of client entities, decisions, and connections

🔍 FAST MEETINGS SEARCH & FILTERS
Find any meeting in seconds. Filter by Teams, Zoom, or in-person, and pull-to-refresh for the latest updates.

👥 CLIENTS & CONTACTS ON THE GO
Browse your client list and contact directory wherever you are. Get the context you need right before stepping into a meeting.

✉️ COMPOSE EMAILS & SMS
Send quick follow-ups, share notes, or text a client without leaving the app.

🔔 STAY IN THE LOOP
View notifications for transcript completions, meeting updates, and other activity so nothing slips through the cracks.

🔐 SECURE BY DEFAULT
• Email and password login with optional two-factor authentication (TOTP)
• Encrypted token storage and secure HTTPS-only communication with your Prospo workspace
• Auto-logout and session protection keep client data safe

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DESIGNED FOR ADVISERS
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Prospo is built for financial advisers, consultants, relationship managers, and anyone whose job is built around client meetings. The mobile app is the perfect companion to the Prospo web platform — start a recording on your phone, then review the transcript, file note, and knowledge graph from any device.

• Clean, modern UI optimized for one-handed use
• Light and dark themes that follow your system preference
• Native performance powered by React Native and Expo
• Optimized for Android phones and tablets

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WHO IS PROSPO FOR?
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✓ Financial advisers and planners
✓ Mortgage and insurance brokers
✓ Business consultants and coaches
✓ Account managers and relationship leads
✓ Anyone who runs client meetings and needs better follow-through

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REQUIREMENTS
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• An active Prospo account (sign up at prospo.ai or via your organisation's admin)
• Microphone permission for in-app recording
• Internet connection for uploads, transcripts, and syncing

Prospo is a companion app to the Prospo SaaS platform. To use it, you'll need an account from your organisation.

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NEED HELP?
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We'd love to hear from you. Reach out at contact@prospo.ai for help, feedback, or feature requests.