AI meeting assistant for financial advisors - AI tools

Jump is an AI meeting assistant specifically designed for wealth advisors. It automates note-taking, task creation, and compliance record generation from client conversations, integrating deeply with advisor CRMs.

• Free Trial
• From 75$

MeetingAssistant is an AI-powered meeting tool that provides real-time transcription and smart AI suggestions across multiple meeting platforms, helping users communicate more effectively during interviews and business meetings.

• Paid
• From 40$

Sticky is an AI meeting assistant that automatically generates meeting notes and action items, allowing users to focus on discussions. It records, transcribes, and summarizes meetings from platforms like Zoom, Google Meet, and Microsoft Teams.

• Freemium
• From 15$

Fellow is a comprehensive AI meeting assistant that provides support before, during, and after meetings with advanced privacy controls, automated note-taking, and meeting insights.

• Freemium
• From 7$

Read AI is an intelligent platform designed to make your meetings more efficient and effective through automated meeting summaries, transcripts, playback, and highlights.

• Freemium
• From 15$
• API

mymeet.ai is an AI-powered meeting assistant that automatically generates transcripts, summaries, and action items from your meetings, with seamless integration for Zoom and Google Meet.

• Freemium
• From 8$

Anchor AI introduces Max, a free AI Project Manager designed to streamline meetings and project workflows. Max automatically records, transcribes, summarizes meetings, and manages tasks to boost team productivity.

• Freemium

Sonnet AI is a comprehensive meeting assistant that records calls, generates AI-powered notes, and manages relationships, enabling users to focus entirely on their meetings.

• Freemium

KaraX.ai is an AI meeting assistant designed to improve productivity by providing intelligent summaries, action items, and searchable transcripts for meetings. It integrates with popular platforms like Google Meet, Zoom, and Microsoft Teams.

• Freemium
• From 10$

Meeting.ai uses AI to seamlessly capture, transcribe, and organize in-person and virtual meetings, providing organized notes and action items.

• Free Trial

ConversAItions enhances meetings with real-time AI assistance for prompting, fact-checking, and note-taking.

• Usage Based

Sembly AI is a comprehensive meeting productivity platform that automatically generates AI-powered meeting notes, tasks, and transcriptions in multiple languages, integrating seamlessly with major conference platforms and business tools.

• Freemium
• From 10$

Clarity is an AI-powered meeting assistant that provides live transcription, automated note-taking, and follow-up management, integrating with existing work tools to enhance meeting productivity.

• Freemium
• From 20$

Hedy is an AI-powered conversation coach that provides real-time insights and support during meetings, helping professionals excel in business meetings, lectures, and important discussions across 19 languages.

• Freemium
• From 10$

Fireflies.ai is an AI-powered meeting assistant that automatically transcribes, summarizes, and analyzes voice conversations across multiple platforms including Zoom, Google Meet, and Microsoft Teams.

• Freemium
• From 10$

SmartMeetings.ai automates meeting tasks, providing call recording, automated notes, and key insights to boost sales and customer success performance. It streamlines workflows and enhances team collaboration.

• Paid
• From 24$

adam.ai is a secure, intelligent meeting management platform that transforms how enterprises handle meetings from preparation to follow-up, featuring AI-powered tools for knowledge management, customized workflows, and comprehensive reporting.

• Contact for Pricing

Assista AI is a comprehensive virtual assistant that streamlines workflow by automating tasks, managing meetings, and integrating with popular workplace apps like Google Workspace, HubSpot, and Notion.

• Freemium
• From 19$

ActionGPT is a free AI copilot that enhances meeting productivity by listening, answering questions, generating ideas, and providing summaries in real-time.

• Freemium
• From 5$

Notte.ai is an AI-powered smart meeting assistant designed to streamline note-taking during communications, helping users capture key conversations and organize ideas efficiently.

• Other

MeetSummary is an AI-powered tool that automatically generates accurate meeting summaries and action items, allowing teams to stay focused during conversations without taking notes.

• Freemium
• From 19$