Business introduction
Spend Time With Clients, Not Taking Notes
Focus 100% on the client, and don't worry about taking notes
FinMate AI Notetaker - the only AI notetaker designed by financial advisors specifically for financial advisors.
Take notes on your virtual, phone, or in person meetings in the note formats actually used by financial advisors.
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....
