Business introduction
Financial Advisors, what's your goal?
Consistency and professionalism delivered
Systematize the creation of your agenda and meeting summary using automation, AI, and our template framework—no more wasting time doing it the old way.
Let NoteGenius AI help you easily create polished agendas and summaries at scale and even integrate tasks into your CRM, whether it's Redtail, Wealthbox, or Salesforce.
Pulse360 Solutions
Pulse360
Make your meeting notes work 10x harder Searchable Meeting notes from all previous meetings are instantly searchable, in seconds. Actionable Your team can access meeting notes from one centralized space so they instantly know what needs to be done. Repeatable Draft beautifully crafted advice to use again and again, freeing-up hours of precious time. Scalable Let an intern......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Client Marketing & Prospecting
- Document Management & Storage
