Providing a record of an interactive conference

A computer implemented method for providing a record of an interactive conference, the method comprising:

• utilizing a processor for executing computer program code stored in a non-transitory computer-readable medium to cause the processor to:
• determine that a first operative connection has been established between a first user device of a first user and a system associated with a representative of a financial institution, such that the first user and the representative are conducting a conference;
• enable the first user to modify a connectivity of the conference, wherein modifying the connectivity of the conference comprises:
• receiving a selection of a second user device from the first user, wherein the second user device is configured to enable a second user to interact with the representative;
• and
• receiving an indication from the first user, via the first user device, to initiate a dual-channel connectivity of the conference using the first user device and the second user device;
• establish a second operative connection between the second user device and the system based on a determination that the second user device has a predetermined level of enhanced security;
• identify a document referenced during the conference, wherein the document is not in a searchable or editable format;
• capture at least a portion of the conference as an audio record;
• transcribe the audio record into a searchable audio text transcription, wherein the audio text transcription is stored in a conference record;
• convert text of the document into a searchable and editable format using an optical character recognition process and store the converted text of the document in the conference record;
• receive, during the conference, from one of the first device, the second device, or the system associated with the representative, a highlighting tag comprising a start time and an end time within a duration of the conference, wherein the highlighting tag comprises an indication of an important segment of the conference;
• identify a highlighted section of the audio text transcription associated with the start time and the end time of the highlighting tag and store the highlighted section of the audio text transcription in the conference record;
• identify a highlighted section of the document associated with the start time and the end time of the highlighting tag and store the highlighted section of the document in the conference record;
• prompt a user interface of the first user device and to display the converted text document and the searchable audio text transcription;
• prompt a user interface of the second user device to display the converted text of the document and the searchable audio text transcription;
• receive a first edit to the searchable audio text transcription from the first user or the second user;
• receive a second edit to the converted text of the document from the first user or the second user;
• associate the first edit with the searchable audio text transcription to create an edited audio text transcription;
• associate the second edit with the converted text of the document to create an edited document store the edited text of the document and the edited audio text transcription in the conference record;
• and
• provide a summary of the conference to the first user device and the second user device, wherein the summary of the conference comprises at least the conference record.

A computer program product for providing a record of an interactive conference, the computer program product comprising:

• a non-transitory computer-readable medium storing instructions that when executed by a computer performs the following steps:
• determine that a first operative connection has been established between a first user device of a first user and a system associated with a representative of a financial institution, such that the first user and the representative are conducting a conference;
• enable the first user to modify a connectivity of the conference, wherein modifying the connectivity of the conference comprises:
• receiving a selection of a second user device from the first user, wherein the second user device is configured to enable a second user to interact with the representative;
• and
• receiving an indication from the first user, via the first user device, to initiate a dual-channel connectivity of the conference using the first user device and the second user device;
• establish a second operative connection between the second user device and the system based on a determination that the second user device has a predetermined level of enhanced security;
• identify a document referenced during the conference, wherein the document is not in a searchable or editable format;
• capture at least a portion of the conference as an audio record;
• transcribe the audio record into a searchable audio text transcription, wherein the audio text transcription is stored in a conference record;
• convert text of the document into a searchable and editable format using an optical character recognition process and store the converted text of the document in the conference record;
• receive, during the conference, from one of the first device, the second device, or the system associated with the representative, a highlighting tag comprising a start time and an end time within a duration of the conference, wherein the highlighting tag comprises an indication of an important segment of the conference;
• identify a highlighted section of the audio text transcription associated with the start time and the end time of the highlighting tag and store the highlighted section of the audio text transcription in the conference record;
• identify a highlighted section of the document associated with the start time and the end time of the highlighting tag and store the highlighted section of the document in the conference record;
• prompt a user interface of the first user device and to display the converted text document and the searchable audio text transcription;
• prompt a user interface of the second user device to display the converted text of the document and the searchable audio text transcription;
• receive a first edit to the searchable audio text transcription from the first user or the second user;
• receive a second edit to the converted text of the document from the first user or the second user;
• associate the first edit with the searchable audio text transcription to create an edited audio text transcription;
• associate the second edit with the converted text of the document to create an edited document store the edited text of the document and the edited audio text transcription in the conference record;
• and
• provide a summary of the conference to the first user device and the second user device, wherein the summary of the conference comprises at least the conference record.