"Focus on your client instead of taking notes.
No need to spend hours organizing notes after your meetings.
No need to have an assistant in the meeting to take notes.
FinMate AI takes detailed and organized notes for you... with an AI model designed for the specific meeting type that it is.
And in case you're wondering... they have a phone app for recording in-person meetings."
Watch our demo with ProAdvisor Suite here: https://www.skool.com/proadvisorsuite/live-tech-demos-with-our-vendors/