As Former Advisors, We know the frustration of piled up notes first hand.
No more piled up notes to organize after meetings
Simplify transition to CRMs and Financial Planning tools
No more distracted multitasking during meetings
We Draw From 20+ years of Experience At:
FinMate in Media
What people are saying about us!
"FinMate eliminates the need to take notes during discovery meetings. It frees up the time it takes to organize your notes after the session and eliminates distracted multitasking during meetings...
Successful advisors understand the importance of having an emotional connection with prospects and clients. FinMate is a welcome addition to the tools you can use because it eliminates the need to take notes in meetings where recording information is critical."
What sets FinMate Ai Apart? It's All in the Details
Finmate AI Assistant
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Complete Client Details
Capture all the important client details throughout the meeting as FinMate AI is trained to specifically target information important to you as an Advisor.
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Organized and Categorized Notes
FinMate AI helps you save time by presenting the notes organized by category such as Income, Assets, Insurance so you can easily transition to CRM and Planning software.
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Created by Financial Advisors
We get you as former financial advisors, and all of our features are geared towards making your life easier.
Generic Note Takers
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Incomplete Client Details
Generic note takers are trained to give vague summaries of random parts of the transcript and frequently miss important information leading to wasted time looking for them.
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Disorganized Summaries
Generic note takers give summaries of randomly grouped chunks of the meeting leading to more time spent re organizing the notes after they're generated.
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Generalized Usage
Generic note takers can only give non specific features that don't benefit advisors because they're not focused on you.
Save Time & Focus on the Client
We've all had the experience of frantically taking notes during our discovery meetings, while trying to look calm and confident in front of the client, and juggling thoughts on where to lead the conversation. Then a back to back meeting happens, and the notes we meant to save are now three days behind.
100% Focus
Based on our survey of Financial advisors, note taking takes up 30% of attention. Give 100% to your Clients like they deserve!
+5 Hours
Take back up to five work hours per week! Financial Advisors spend 15 minutes per hour of meetings on notes.
Seamlessly Integrate to Your Workflow
FinMate fits neatly into your existing workflow. Just invite your FinMate Assistant to your client meetings, and FinMate will transcribe and take notes to plug into your current CRM and Financial Planning Software
Run your Client Meetings with FinMate Assistant
FinMate uses state of the art AI and proprietary pre and post processing to Transcribe and Extract Key Client Information
Quickly Save Notes to CRM and Easily Generate Financial Plans
Cutting Edge Security & Custom Data Policy
Customize your data retention policy. Choose anywhere between saving full meeting playback with video and audio, or no permanent records with just notes generated. We are currently going through SOC2 Type 2 Certification. Learn more here.
Cutting Edge Security
We run on SOC2 compliant infrastructure and bank level security (TLS, OAuth 256bit Encryption)
Customize Retention
We know your firm has unique and specific data retention policies. Customize what's saved!
Don't Let the AI Revolution Leave Your Advisory Behind
Find out how AI can streamline your existing advisory workflow!
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