Firm built on human conversation finds AI that does the same.

Prime Strategies | New Zealand & Australia | ~50 advisors | Contented since 2021

Prime Strategies doesn't do corporate jargon. Their nationwide network of business advisors works with SME owners navigating real challenges - growth, financial difficulty, leadership, operational complexity. Prime's successful approach is built on straight talking. They call it speaking human. And Contented AI was built for exactly these kinds of conversations. 

Business advisory work is layered. A single client conversation might move across financial strategy, operational challenges, leadership development and personal wellbeing. The key details aren't just what gets said, but what it reveals about where a client is stuck, what's driving their decisions, and what they actually need to move forward.

With Contented recording, Prime Strategies advisors give those conversations their full attention, instead of scribbling down notes. Then, after the meeting, they use the platform's 50+ templates to go deeper. 

Contented's insights module produces fast, accurate meeting summaries, decision logs and action tables while human-centred outputs surface pain points and underlying drivers. Far beyond note-taking, the tool captures the human context behind the conversation. Advisors can compare the perspectives of two business partners who see things differently, or discover the underlying beliefs keeping an owner stuck in reactive mode. This elevates the quality of advice they can give.

As a Prime Partner and Business Advisor, David Shearer says:

"We are producing something now that is more professional and that has a degree of insight that we would have missed entirely. It's a way of operating that improves us as advisors to our clients. It takes it to a whole other level."

Advisors can also use Contented for their own development - reviewing outputs from their presentations and meetings to see where they can improve.

The transcription quality of Contented has been the standout across the group. After testing Fireflies, Otter and other tools, David says the standard of Contented is "fantastic".

"In a four-hour workshop with 14 people and cross-room conversation, the outputs captured details the client couldn't even remember saying."

At every conference, the message from advisors is consistent: if you're not already using Contented, make sure you are.

What does it mean for the organisation?

Contented is embedded across Prime Strategies. Advisors use it across client meetings, senior manager meetings, workshops and executive coaching. The decision log has become the go-to output, with the marketing module opening up thought leadership opportunities from client conversation insights. 

What does it mean for the client?

Business owners working with Prime Strategies advisors get more from every conversation - not just a record of what was said, but analysis of what it means for their business. Many SME clients encounter AI for the first time through seeing their advisor use Contented, making it a practical and non-threatening introduction to technology that can help their own organisations.

What does it mean for the individual?

Advisors use Contented to review their own meetings - assessing what was agreed, needs to be actioned and where they can improve. The confidence of having accurate, professional records to refer back to means advisors are always on their game, whether following up a meeting from last week or preparing for the next conversation with a long-term client.

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