Skip to content
Built for financial advisers

Be in the meeting.Not in your notes.

Turn consented client conversations into clear meeting briefs, connected client context, and follow-ups you control.

Watch the product tour

200 free minutes each month No extra hardware

  1. 01

    Confirm consent

    Recording stays locked until every participant has agreed.

  2. 02

    Capture or upload

    Record in the browser, or upload a recording made with permission, including Zoom’s audio file.

  3. 03

    Review the evidence

    Each important detail links back to the transcript turn it came from.

  4. 04

    Prepare the follow-up

    Editable recaps and next steps. Nothing is sent without you.

PRODUCT TOUR

See a meeting become
a record you can trust.

48-second product film, music only with all information shown as on-screen text: one client meeting moves from confirmed consent to a speaker-labelled transcript, an evidence-linked brief the adviser reviews, a clear next step on the client's profile, a visit to the client's home added to the day's route on the Client Map, and the policy moved to closed won in the pipeline with the premium paid.

MADE FOR THE WORKING DAY

Clarity after every
client conversation.

Keystone does the listening and the paperwork. The judgement stays with you.

200min

Processed free every month, so you can try the full workflow on real meetings.

2hrs

Long review meetings are covered, whether recorded live or uploaded afterwards.

0

Follow-ups sent automatically. You read, edit and decide what your client receives.

EVERYTHING IN ONE WORKSPACE

Before, during and after
every client conversation.

Before the meeting

Walk in prepared

  • Pre-meeting briefs

    Previous discussion, unresolved objections, open commitments and a suggested agenda, each linked to its source.

  • Your day at a glance

    A dashboard of follow-ups due, next client calls and concerns that need attention.

  • Reminders

    Opt-in browser and email reminders so commitments do not slip.

During the meeting

Stay present

  • Consent-first recording

    Record in your browser once every participant has agreed. No extra hardware.

  • Recording upload

    Upload a recording made with permission, including Zoom’s audio file, for meetings up to two hours.

  • Live client snapshot

    Keep the client’s personal, protection and wealth context beside you, drawn from their profile and earlier conversations.

After the meeting

Trust the record

  • Speaker-labelled transcripts

    Correct speaker roles and names. Every change is kept as a revision.

  • Evidence-linked briefs

    Briefs adapt to the meeting type, from advisory reviews to sales calls, and cite the transcript behind each detail.

  • Editable follow-ups

    Recaps, adviser notes, next steps and client-record updates you review first. Nothing is sent automatically.

  • Gmail drafts

    Turn reviewed follow-ups into Gmail drafts ready for your approval. Keystone never reads your inbox or sends email.

Across your client book

Keep everything connected

  • Sales pipeline

    Track each policy from first conversation to premium paid, with suggestions drawn from reviewed meetings.

  • Calendar syncPro

    Schedule in Keystone and keep a dedicated Google Calendar aligned both ways.

  • Notion sync

    Add reviewed meeting briefs to a Notion sales page automatically.

  • Google Drive

    Create Keystone documents in Drive without access to your unrelated files.

  • Excel exports & CSV import

    Bring clients in from a spreadsheet, and export client records or open actions for admin and handover.

CLIENT CONTEXT

Pick up where
you left off.

Come back to the person, not a blank page. Keep earlier concerns, reviewed details and open commitments together.

  • Find the conversation behind a detail.
  • Carry unfinished commitments into the next meeting.
ML
Walk in ready for Marcus LimPre-meeting brief · fictional example
Previous discussion

Reviewed protection options; the combined premium was above his budget.

Unresolved objection

Target protection budget is S$350 per month.

Open commitment

Prepare a lower-cost comparison before the next call.

Suggested agenda
  1. Walk through the lower-cost comparison
  2. Confirm priorities and budget
  3. Agree next steps
Every item links back to the meeting it came from.

Keystone listens so you can. Capture with consent, check every detail against the transcript, and leave each meeting with a follow-up you decide to send.

BUILT AROUND YOUR JUDGMENT

Important conversations.
Clear boundaries.

Consent, protected access and human review are part of the workflow—not an afterthought.

Permission first

Capture stays locked until participant consent is confirmed.

Protected access

Meeting data is restricted to its signed-in owner.

Evidence behind the details

Important claims link to the transcript turns that support them.

Review stays with you

Check the transcript and brief. You make the final call on what to use or share.

Stored in Singapore

Meeting records and private recordings are stored in a Singapore region.

Audio is not kept forever

Raw recordings are deleted after 30 days, while your reviewed records remain.

Read our privacy policy
SIMPLE PLANS

Start free. Make it part
of your working day.

Free

Get to know Keystone.

S$0/ month

Free, with no card required.

  • 200 processed minutes each month
  • Transcripts and evidence-linked briefs
  • Client and follow-up workspace

Pro

For your regular client work.

S$50/ month

Billed monthly.

  • 25% off with annual billing
  • Everything in Free
  • Unlimited client meeting processing
  • Client records and relationship context
  • Google Calendar two-way sync
  • No automatic overage charges

Unlimited covers genuine professional use by each subscribed user; account sharing, resale and automated bulk archives are excluded.

A few things worth knowing.

How does Keystone capture a conversation?

Record in your browser after confirming participant consent, or upload a recording made with permission. Keystone processes the recording afterwards.

Can I check where a detail came from?

Yes. Important claims link to supporting transcript turns. You can review and correct speaker labels, transcripts and briefs. Transcript or speaker changes mean the brief needs to be reviewed again.

Does Keystone send follow-ups automatically?

No. Recaps, adviser notes and follow-ups remain editable. You choose what to use and what to share with your client.

Who is Keystone built for?

Keystone is built around the important client conversations financial advisers have every day, with consent-first capture, reviewable meeting records and persistent client context.

ADVISER RESOURCES

Put the next meeting
to work.

Practical ways to capture the discussion and follow through with care.

01 / MEETING NOTES

Make client meeting notes easier to check

See a consent-first workflow from recording to an evidence-linked brief.

Explore meeting notes 02 / FOLLOW-UP

Keep promises visible after the conversation

Turn reviewed next steps into a message and tasks you control.

Explore follow-ups 03 / FREE TEMPLATE

Start with a clear meeting record

Use a practical template for context, discussion, decisions and owners.

Get the template

Your next conversation
deserves your attention.

Be present in the meeting. Keep the important details afterwards.