Introducing: AI Powered Meeting Assistant and Notetaker
Transform Client Meetings Into Perfect Action Plans
Transform every client conversation into actionable intelligence with our AI-powered meeting assistant for Financial Advisors paired with client information across the YourStake platform.
AI notetakers alone don't tell the full story. They miss crucial financial context and create more complexity as you piece together the complete picture.
Single-Point solutions are disconnected from portfolio data
Other notetakers lack financial context and focus
Disconnected systems lead to stale or missing data
Purpose-built for financial advisors with the controls and flexibility you need
5 Years of Experience
Winners of the 2024 Luminaries Award for AI Innovation with a team with 5 years of deep expertise in tackling complex challenges with AI, financial data, and Advisor needs.
Seamless Integration
Works with your existing tools including Zoom, Teams, Wealthbox, and Redtail. Part of the comprehensive YourStake platform hundreds of Advisors already use and trust.
Advisor-Led Design
Built based on direct feedback from financial advisors about their meeting workflow needs. Continuously refined through partnership with leading wealth management firms.
SOC 2 Type 2 Certified
This gold standard certification ensures your client data is protected by the same security controls trusted by the world's leading financial institutions.
Dedicated Support
Backed by a team of experts who understand your business. Access to training, support, and regular check-ins to ensure your success.
Full Control of Data Storage
Have full control of meeting recording retention. Delete files after processing, after a set amount of time, or keep until you decide to delete.
Discover how AI meeting note-taking software for financial advisors can reduce admin time by 70%. Learn about automated meeting summaries, CRM integration, and compliance-ready documentation. Perfect for wealth management firms looking to scale their practice.
Watch the replay of our recent webinar: AI Advisor Power Hour, where we discuss how the AI Meeting Assistant and Advisor Core work in harmony to remove the tedious busywork form your practice and translate unstructured data into an organized structure to deliver better advice to clients.
.svg.png)
.png)
.png)
%20(1).png)
