ROI: Save 12+ hours per week on meeting notes. Handle 25% more client meetings. Turn hours of post-meeting work into 15-minute reviews. Grow your AUM without working longer hours.
Financial advisors spend 40% of their week writing meeting notes instead of meeting clients. Transcribe client meetings, generate compliant summaries automatically, and build a searchable client knowledge base. Free up time to grow your practice.
See how much time you'll save and how many more clients you can serve
20-advisor wealth management firm spending 240 hours per week on meeting notes. Advisors wanted to take on more clients but couldn't find the time.
Implemented TranscribeNext for all client meetings. Notes now generated in 15 minutes with AI summaries and searchable client history.
"Our advisors now spend 12 more hours per week with clients instead of writing notes. We grew AUM by 25% without hiring."— Michael Rodriguez, Managing Partner
Get our proven meeting notes template used by 800+ financial advisors. Includes sections for investment review, action items, and compliance documentation.
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Full transcripts of client interactions for regulatory audit protection
Search for risky language and compliance violations across all calls
Searchable record of all recommendations and suitability discussions
Build knowledge base of successful calls for new agent onboarding
Save time and serve more clients. Try first meeting free.
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