Professional personas and document templates

Meetingize adapts the documents it can generate to your profession through a professional persona. Each persona comes with a list of document types (templates) relevant to that job.

What is a professional persona?

You choose your persona at onboarding (see Account and sign in) and can change it later in your settings. It determines which document types are suggested when you generate a document from a meeting.

Which personas are available?

Attorney/Legal Professional
Physician/Medical Professional
Therapist
Financial Advisor/Wealth Manager
Executive/C-Suite
Teacher
Corporate Trainer
Real Estate Agent
HR Consultant
Engineer
Software Developer
Product Manager
Project Manager
Consultant
Sales Professional
Marketing Professional
Researcher
Designer
Craftsperson/Artisan
Sports Coach
Building Expert/Inspector
Chef/Restaurant Manager
Accountant/CPA
Insurance & Credit Broker
Wealth Management Advisor (CGP)

Document types for regulated advisors

Two personas are built specifically for advice-duty regulation (IDD/DDA and MiFID II):

Insurance & Credit Broker: Statement of Demands and Needs, Insurance Advice Record, Credit Advice Record, Advisory Engagement Letter, Insurance Portfolio Review, Claim Meeting Record.

Wealth Management Advisor (CGP): Client Knowledge Questionnaire, Patrimonial Assessment, Suitability Report, Advisory Engagement Letter, Statement of Demands and Needs, Periodic Suitability Review.

Other personas have their own set of document types (for example a Financial Advisor can generate a Financial Plan, Investment Proposal, Portfolio Review, Retirement Plan, Risk Assessment, and more).

Can I use a custom document type?

Yes. When generating a document, you can choose “Something else: go custom” instead of a predefined type, and enter a free-text title and description. Meetingize uses that as the basis for the document instead of a fixed template.

Private documents

A document can be marked private, meaning it is visible only to you until you choose to share it with recipients.

Good to know

The list of document types per persona is managed by Meetingize and may evolve over time.