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Alex: Good to see you again, Ms. Schneider. Let’s explore ESG-oriented opportunities.
Schneider: Yes, especially green energy funds with moderate risk exposure.
Alex: I’ll prepare a tailored proposal including performance data and cost overview.
Schneider: Please send it before Friday. I’ll align with the board next week.
Transcript & Export

Record Meeting

AI Summary
AI Insights Panel
✔ ESG interest
🌍 Europe focus
🟰 Moderate risk
📩 Proposal for CFO Schneider
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