The heart of every successful financial advisory practice lies in meaningful client interactions. Whether you're conducting annual reviews, meeting prospects, or having internal strategy sessions, each conversation shapes your client relationships and drives your practice forward.
That's why we're excited to announce that YourStake's AI Note Taker and Meeting Assistant now automatically adapts to your specific meeting type.
By selecting from five distinct meeting categories – client review, discovery/prospect, dictation, internal discussion, or general meeting – you'll get more relevant summaries, better-targeted action items, and smarter CRM updates, all tailored to your meeting's unique purpose.
How Each Meeting Type Works To Deliver Better Outputs
Client Review Meetings
Consider a typical annual review: Your client mentions their daughter just got into college, they're concerned about market volatility, and they're thinking about a vacation home. While you focus on these important life changes, our AI captures and organizes every detail, automatically creating tasks for education planning, risk assessment updates, and real estate investment analysis.
Discovery/Prospect Meetings
First impressions matter, especially in advisory relationships. Imagine meeting a prospect who's transitioning to retirement, concerned about sustainable investing, and looking to consolidate multiple 401(k)s. Our system not only captures these key details but also integrates them with YourStake's risk and values assessment tools, helping you build a more comprehensive and personalized proposal.
Success Story: The system helped me identify a prospect's interest in impact investing during our first meeting. By connecting this with YourStake's values data, I was able to present a tailored values-aligned portfolio that perfectly aligned with their goals.
Dictation for Advisors
Between client meetings and market movements, insights and action items can emerge at any moment. Picture finishing a client call about tax-loss harvesting opportunities – simply dictate your thoughts by starting a recording directly from the Meeting Notetaker webpage, and our system automatically:
- Creates a task for portfolio analysis
- Flags tax considerations for your next client review
- Updates the client's CRM record
- Maintains compliance documentation
Internal Team Meetings
Strong practices are built on effective team collaboration. During your morning team huddle, discuss multiple client situations while our system:
- Organizes action items by client and priority
- Links discussion points to relevant client portfolios
- Creates trackable tasks for team members
- Maintains a searchable record of decisions
General Advisory Meetings
Professional development and industry relationships remain vital to your practice's growth. Whether you're attending an investment committee meeting or speaking with fund managers, Smart Meeting Types helps you maintain organized, actionable records of these important conversations.
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What Sets YourStake Apart from Other AI Note-Takers and Meeting Assistants?
There are hundreds of note-taking tools available today, but most lack the depth financial advisors need. What makes YourStake’s AI Meeting Assistant different is its ability to:
- Understand financial advising contexts – AI isn’t just transcribing, it’s interpreting financial conversations
- Seamlessly integrate with YourStake’s ecosystem – Notes sync with risk assessments, values-based preferences, and investment goals
- Automate follow-ups – No more manual CRM updates or action tracking
This integration creates a powerful, 360-degree view of each client relationship. When you open a client's profile, you don't just see meeting notes—you see their complete financial story, from performance metrics to personal values, all in one place.
Real Impact on Advisory Practices
The numbers tell a compelling story:
- 90% reduction in post-meeting administrative time
- Average of 5-7 additional client meetings per week
- 65% faster response time to client requests
- 90% reduction in time spent searching for client information
But the real value goes beyond numbers. Advisors report:
- More engaging client conversations
- Better-prepared team members
- Stronger compliance documentation
- Increased client satisfaction
- Higher prospect conversion rates
Getting Started with the AI Meeting Assistant
The Smart Meeting Types feature is now available in your YourStake dashboard. Simply log in, navigate to Meeting Notetaker, select the meeting type to re-run a prior meeting or select a new meeting and get started.
See it in action. Schedule a demo today to discover how YourStake’s AI Meeting Assistant can help you reclaim hours, strengthen client relationships, and grow your practice all while keeping your client's financial and meeting data in one place.
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