Meeting notetaker / Meeting analytics Pro

Coach the moments that make a meeting work

Vega reads every conversation for the signals people miss in the room, scores it against your firm's coaching criteria, and shows what is changing across advisors, meeting types, and time.

Start free trial Book a demo

Meeting analytics

Last 30 days · All advisors

Pro

Meetings

42

About 10 a week

Average meeting score

84

No meetings below 60

High-priority signals

3

14% of all signals

Meeting score over time

Firm-side conversation quality, scored 0 to 100

Know what happened, why it mattered, and what to improve

Coaching grounded in the transcript

Every meeting gets a 0-to-100 score and a practical coaching summary. Each strength and improvement links to the exact moment that shaped it, so you can read the conversation in context.

The craft of the conversation

Measure participation, open-ended questions, restatements, unexplained jargon, emotional cues, and action-item clarity for the internal team and the people across the table.

Client signals that shape the next move

Vega surfaces relationship, asset, planning, referral, conversion, and service signals, ranks their priority, and ties each one back to the client's words.

Patterns no one meeting can show

Move from one conversation to the pattern: follow scores over time, compare advisors, and see which topics and signals recur. Filter by date, advisor, or meeting type to find what is changing.

I love everything Vega has been rolling out. The product keeps getting better, and I love that the team continues to build features like meeting analytics that help us learn more from our meetings.

Darci Zaunmiller

Decisions in Divorce