See Chunkbase with Rohan
30 min meeting with Rohan Kumawat over Cal Video. 30 minutes with Rohan, founder of Chunkbase. Chunkbase is in alpha, and from today advice firms can use it. I'll show it working on a made-up case: meeting notes, from a transcript, your own notes or dictation a fact find where every fact shows where it came from, and nothing goes in until your team accepts it a first draft of the recommendation letter Ask Chunkbase, for questions about the case in front of you I'll also be straight about what isn't built yet: recording meetings, reading client documents, research, and connecting to intelliflo. Then we'll talk about your firm, and whether becoming a founding firm makes sense. It's £199 per licensed adviser a month, paraplanners and administrators are free, and if Chunkbase isn't useful in the first month, we refund it. Worth reading first: Chunkbase is ready for its first firms
- Host
- Rohan Kumawat
- Duration
- 30 min
- Location
- Cal Video
- Host time zone
- Europe/London
- Confirmation
- Bookings are confirmed instantly.
- Required booking fields
- Your name, Email address
Available times, from the public API (header cal-api-version: 2024-09-04; add start, end and timeZone): https://api.cal.com/v2/slots?eventTypeId=6705197
Booking instructions for AI agents: https://cal.com/chunkbase-rohan-kumawat/30min.md