Business introduction
By Financial Advisors, For Financial Advisors
Spend Time With Clients, Not 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!
Focus 100% on the client, and dont worry about taking notes
Run the easiest client meetings ever
Automatically creates your client's financial map
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 ...
