AI Meeting Assistants & Note-Takers for Advisors
AI tools that take meeting notes, draft follow-ups and update the CRM.
Catchlight
Organic growth platform for wealth management, insurance and banking firms, using data to help advisors prioritize prospects.
AI assistants & note-takersFinMate AI
Finmate AI automates workflows, delivers hyper-personalized client insights, and pre-fills forms for financial advisors. Zero admin, maximum insight.
AI assistants & note-takersJump
Jump is the AI software that gives financial advisors a true AI assistant. Turn meetings, emails, and documents into notes, workflows, and audit-ready records.
AI assistants & note-takersZocks
5,000+ firms run on Zocks, the #1 AI Assistant for Financial Services (G2). Automate meeting prep, notes, onboarding & financial plans. Book a demo today.
AI assistants & note-takersFree guide: how to choose a CRM for your advisory firm
The 10 questions that matter when comparing advisor CRMs.
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