WealthMate

WealthMate – AI-Powered Meeting Note Taker for Financial Advisors

WealthMate is an intelligent Microsoft Teams app designed to help financial advisors and professionals streamline client interactions. By leveraging AI, it automates meeting notes, provides actionable insights, and ensures no key takeaways are missed. This app works great in your meetings.

Key Features:

• Automated Meeting Notes: Capture and summarize key discussion points effortlessly.
• Actionable Insights: Identify follow-up tasks and key takeaways from meetings.
• Email Action Items: Provides an option to send action items to stakeholders for seamless coordination.

Who Benefits?

• Financial Advisors & Wealth Managers: Keep track of client meetings with AI-powered summaries.
• Broker-Dealers: Improve compliance and streamline post-meeting documentation.
• Sales & Consulting Teams: Enhance productivity by focusing on client engagement instead of note-taking.

Subscribe or learn more about how WealthMate can transform your workflow. For inquiries or to report any issues, please contact us at support@wealthmate.io.

📌 Important Note: This app only works within scheduled meetings and requires an active subscription to CogniCor Advisor Copilot.