Welcome to Client Behavior Scorecard
Turn meeting transcripts into actionable client insights using behavioral finance research. Understand how clients think about money and identify sales opportunities.
1. Paste Transcript
Upload or paste your meeting transcript from Jump, Fathom, Otter, or any transcription service.
2. AI Analysis
Our AI applies behavioral finance frameworks to identify money scripts, biases, and communication styles.
3. Get Insights
Receive a detailed scorecard with sales opportunities, objection strategies, and next steps.
🚀 Quick Setup (2 minutes)
Get your Claude API key
Sign up at Anthropic (the company behind Claude AI) and create an API key.
Go to console.anthropic.com →Add $5 credit (minimum)
Each transcript analysis costs about $0.05. Your $5 covers ~100 analyses.
Paste your API key below
Your key stays in your browser only. We never see or store it.
Want to see it in action first?
🔒 Your data stays private. Transcripts are sent directly to Anthropic's API for analysis, then discarded. Nothing is stored on any server. Your API key stays in your browser only.
Analyze Meeting Transcript
Upload a transcript to get behavioral insights and sales intelligence powered by behavioral finance research.
Powered by Research-Backed Frameworks:
Money Avoidance, Worship, Status, Vigilance
Loss Aversion, Recency, Confirmation, Anchoring
Dominant, Influence, Steady, Conscientious
Verifier, Simplifier, Collector
Client Behavior Scorecard
AI Tools for Advisors | Behavioral Finance Analysis
🧠 Behavioral Profile
Understanding how they think about money
Money Script Profile
Active Cognitive Biases
Communication Style (DISC)
Emotional State
💰 Sales Intelligence
Opportunities and positioning strategies
Wallet Share Persona
Held-Away Asset Signals
Objection Map
Concerns detected + bias-informed handling strategies