Quality Notes for Every Client Call.
Happy Compliance

When your advisors don't have to scribble down notes mid conversation, they can give clients undivided attention. With them able to focus on building the practice and not spend time on administration, your team can feel their productivity soar.

Your FinMate Ai Assistant will generate organized and digestible notes from 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.

Not everyone takes the same quality of notes. Ensure your team keeps good notes to better their chances of fulfilling client's true motivations and keep compliance happy. With FinMate Ai's structured notes, you can quickly scan any of your advisor's notes and save time.

With the full transcript and playback along with standardized notes, you have the opportunity to proactively identify coaching opportunities. Each advisor has different strengths and opportunities, and with standardized notes you can easily see where they're missing out on areas of discussion.