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What is a client profile template?
A client profile is a tabulated snapshot of everything you know about a client, with all the essential financial and personal details gathered during a client meeting. For a financial client profile, the table includes key details such as risk profile, retirement and estate planning, family information and additional notes.
Contented will highlight any sections that could have been inferred, which is key for accuracy and compliance.
How to use a client profile template
Record your meeting, pick client profile in your Contented wealth management workspace, and get a structured document back in minutes.
1. Record your conversation
Use the Contented app to record your meeting. It works for internal debriefs, client check-ins, or account reviews where you're walking through a client in detail.
2. Select the client profile template
Contented will organise the conversation into clear sections identified in the conversation, such as: essential financial and personal details, retirement plans, risk profile and estate planning.
3. Review and export
Download as CSV, PDF or Word. Drop it straight into your CRM.
Who uses a client profile?
Financial advisors, planners and wealth management teams who need a formatted client profile for records and compliance.
What's in a client profile?
- Meeting details captured up front, including the date, attendees, and meeting type.
- For a financial client profile, the table includes financial overview, risk profile, financial goals, retirement planning, estate planning, family information and additional notes.
- Any sections that could have been inferred are flagged, which is key for accuracy and compliance.
- Export-ready as CSV, PDF or Word, ready to drop straight into your CRM.
FAQs
Yes, on team plans. We build custom templates that match your organisation's existing formats, branding and terminology. Every document Contented produces is then consistent with what your team already uses, regardless of who created it.
Yes. The Contented app lets you record any conversation directly from your phone or computer. No bots needed in the meeting. It also works offline, so you can capture meetings in locations without reliable signal and the recording will upload automatically when you're back online.
Yes. Contented is used by financial advice firms, law firms, and accounting practices to produce compliant, audit-ready records from client meetings. Industry-specific templates are co-designed with practitioners and structured to meet documentation standards. Custom templates can be built to match your firm's exact compliance format.