LinkedIn Phone Call Video | feature announcement video made with ngram

LinkedIn Phone Call Video | feature announcement video made with ngram

Margaret

About the video

This feature announcement video was made with ngram to introduce phone calls in nevis, an ai-powered feature built for wealth management professionals who handle dozens of client conversations each week. the video shows how nevis automatically captures inbound and outbound calls, generates ai summaries, and extracts follow-up tasks without manual note-taking. a scenario walks through a client call covering portfolio performance, tax planning, and a $150,000 property liquidity move, demonstrating how it is organized into a clean, reviewable summary with one-click task confirmation. phone calls appear alongside meetings in a unified workspace with recordings, transcripts, notes, and suggested next steps, letting advisors stay present with clients while nevis handles the administrative work in the background. the video is aimed at financial advisors and firms evaluating ai tools for client communication and crm automation.

  • Nevis
  • Wealth Management
  • AI
  • Phone Calls
  • CRM
  • Financial Advisors

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