Introducing: AI Powered Meeting Assistant
Transform every client conversation into actionable intelligence with our AI-powered meeting assistant for Financial Advisors paired with client information across the YourStake platform.
Start using the AI Note Taker with Zoom with more connections coming soon.
We're connected with Wealthbox and RedTail with many more coming in the next month.
Go beyond other generalized meeting assistants and get a connected view of your client when paired with Advisor Core
Generate a personalized follow-up email in seconds of the meetings end and assign tasks for your team to take action on what's important.
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Explore our pricing options, with a special launch offer to combine Advisor Core with AI Note Taker to bring new AI-empowered efficiencies to your practice so you can focus more on client relationships instead of tedious manual work.
Get access to the AI Note Taker from YourStake that covers 30 meeting recording a month.
Combine the power of Advisor Core with AI Note Taker to combine streamlined statement extraction and portfolio analysis with this meeting assistant.
