SOC 2 Compliant
PCI DSS CertifiedWorkflow AI Agents
AI Copilot for Wealth Advisors
Real-time transcription and analysis for wealth advisory meetings with intelligent insights.
Key Features
Powerful AI capabilities designed to transform your operations
Real-Time Transcription
Live transcription of advisor-client meetings with speaker ID
Intelligent Insights
AI surfaces relevant information and recommendations during calls
Action Items
Automatically capture and track follow-up tasks from meetings
Compliance Recording
Secure, compliant recording and storage of client interactions
Use Cases
- Client review meetings
- Portfolio discussions
- Financial planning sessions
- New client onboarding
- Compliance documentation
- Advisor coaching
Key Benefits
- Improve advisor productivity
- Better client engagement
- Enhanced compliance
- Faster follow-ups
- Improved note-taking
- Better client outcomes
Industries We Serve
Trusted by leading organizations across multiple sectors
Wealth Management
Financial Advisory
Banks
RIAs
Broker-Dealers
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