An investment banker is looking to take detailed meeting notes and share them easily with...

Interaction Summary is the Financial Services Cloud feature that should be recommended in this scenario. Interaction Summary is a standard object that represents a summary of an interaction with a client or a group of clients. It allows the user to capture meeting notes, specify confidentiality level, link related records, and associate interaction participants. Interaction Summary can be created from the Interaction Summary componenton a record page or from the New Interaction Summary action on a list view or related list.References: [Interaction Summary Object], [Create an Interaction Summary]