Financial Services: Spend More Time with Clients, Less on Notes
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.
Calculate Your ROI
See how much time you'll save and how many more clients you can serve
Your Potential:
Case Study: Wealth Management Partners
The Challenge
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.
The Solution
Implemented TranscribeNext for all client meetings. Notes now generated in 15 minutes with AI summaries and searchable client history.
The Results
"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
Client Meeting Notes Template
Get our proven meeting notes template used by 800+ financial advisors. Includes sections for investment review, action items, and compliance documentation.
No credit card required
Key Features & Business Impact
Compliance-Ready Recordings
Full transcripts of client interactions for regulatory audit protection
Risk Phrase Detection
Search for risky language and compliance violations across all calls
Client Advice History
Searchable record of all recommendations and suitability discussions
Agent Training Library
Build knowledge base of successful calls for new agent onboarding
Stop Writing Notes. Start Growing Your Practice.
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