Currently we offer the capability of transcribing audio into meeting notes designed to structure information for financial advisors and paraplanners.

Meeting note.mp4

Automate your meeting notes in three ways:

1. Great for virtual meetings: Integrate with our AdvisoryAI bot to record and transcribe your meetings
2. Great for Face to Face meetings: Upload a recording you took on your phone during a face to face meeting on our platform, and AdvisoryAI can transcribe the MP3 or MP4 recording.
3. Great for note takers: If you or the client are uncomfortable with the meeting being recorded you can simply upload the notes you took during the meeting in the related notes section.