Grow Your Book.
Don't Waste Time on Administration

When you don't have to scribble down notes mid conversation, you can give your clients your undivided attention. You can instead focus on uncovering the true needs of your clients leading to a better close rate.

Your FinMate Ai Assistant will generate organized and digestible notes from your client meetings that can be quickly copied into your existing CRM software. No need to reorganize those hastily written notes, the work is all done for you.

Eliminate time wasted on organizing notes to be able to pass to your financial planning software. With FinMate AI's structured notes, you can easily generate financial plans. No More hunting for where that last piece of client information is, it's all organized for you.

Forget deciphering your notes and hoping you don't miss important information. FinMate transcribes the entirety of your meetings and presents them in a searchable format. Cross reference your notes to make sure you don't need to ask the client for follow up information before your next meeting.