FinMate AI
HQ Address
PO Box 3091, Santa Clara, CA, 95055, United States
Website Address
Business introduction
Spend Time With Clients, Not Taking Notes
FinMate Ai transcribes, takes notes, and summarizes key info during client meetings
Spend Time With Clients, Not Taking Notes. FinMate Ai transcribes, takes notes, and summarizes key info during client meetings.
FinMate AI Solutions
FinMate AI
How it works - FinMate in Three Easy Steps Run meetings - run your client meetings as usual, with FinMate. FinMate takes notes - FinMate will get you important client details. Save to CRM/Planner - save to your existing CRM or Planning tool ...
