Solution introduction
Spend Time With Clients, Not Taking Notes
Focus 100% on the client, and don't worry about taking notes
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.
