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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.

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Record Meeting

AI Summary

AI Insights Panel

✔ ESG interest

🌍 Europe focus

🟰 Moderate risk

📩 Proposal for CFO Schneider

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