AI Notetaker for Finance
An AI notetaker for finance. VoiceCap records client meetings and advisory calls and turns them into AI summaries and post-meeting tasks you can search.
AI tools for financial advisors
Financial advisors sit in back-to-back client meetings and reviews, and note taking means missing what clients need. VoiceCap is an AI notetaker for finance that turns client conversations into AI summaries.
AI notes for every client meeting
Stop taking notes during client meetings and advisory calls. VoiceCap captures every client conversation automatically, so financial advisors can focus on client relationships, not detailed notes.
AI summaries and meeting notes
Every meeting becomes AI summaries and detailed meeting notes with key points, client priorities and life events, so financial professionals never lose a client detail between meetings.
Post-meeting tasks and follow-ups
VoiceCap captures post-meeting tasks and action items, so advisors can send follow up emails, plan pre-meeting prep for the next review, and serve clients faster.
Search every client conversation
Find client needs, key points and client priorities across client meetings and advisory calls. Every meeting becomes a searchable transcript your advisory firm can revisit for record keeping.
Auto-join client meetings and calls
With Google Calendar integration, the meeting bot joins client meetings on Zoom, Microsoft Teams and Google Meet to record and transcribe them. In-person meetings upload too.
Secure data storage for client meetings
Client data and meeting notes are stored with enterprise-grade security and encrypted storage in the EU, fully GDPR compliant, and never used to train AI models.
How financial advisors use VoiceCap for client meeting notes
- 1
Record in-person meetings, or let the meeting bot join client meetings on Zoom, Microsoft Teams and Google Meet from your Google Calendar. You can also upload recordings.
- 2
Get AI summaries and detailed meeting notes in minutes, with key points, client priorities and post-meeting tasks from every client conversation.
- 3
Search past client meetings, share notes with your team, and export meeting documentation to add to your CRM systems and financial planning software.
Frequently asked questions about AI note taking for financial advisors
Have more questions? We're happy to help.
Stop taking notes. Start serving clients.
Try VoiceCap free. No credit card required.