AI Assistant Built for Financial Advisors
Transform your financial advisory practice with AI-driven tools designed to enhance client interactions and streamline your workflow.
Product
Meetings Assistant
Breeze through Client Meetings
Detailed File Notes in your preferred format, with AI insights and actions to take post meetings. Its like bringing your best assistant to every meeting.
Onboard Clients Instantly
Upload Client documents and Finobi will extract the relevant data and create a Client Fact Find in your preferred format.
Keep Client Data in Sync
Let Meeting Data flow seamlessly into your Fact Find, Its hard to document and manage all of the various inputs from Meetings, with Meetings Assistant, Meetings Data and Fact Finds remain in sync automatically.
Vision
One Hub to Rule Them All
Simplify Client Management. Manage data from disparate sources. Create greater client value through Custom Reports and Dashboards. All while ensuring regulatory compliance and visibility for your practice.
Enterprise-Grade Security
Your data is protected with industry-leading security standards
We are committed to upholding the highest standards of data security and privacy.
Our IT infrastructure is hosted in Australia and is SOC 2 certified.
To learn more about our Security Practices, please visit our Trust Center
To learn more about our Privacy Principles, please visit our Privacy Policy
All policies and reports have been made available on the trust center. To request access to a document/policy on the trust center, you will have to submit your email and accept the terms of NDA as this is sensitive information.
The SOC 2 audit report is available in the Compliances Section.
The individual policy reports are available in the Resources Section.
When you want to get access to all policies available in the Resources tab in one go, please do the following:
- Go to the Resources tab.
- In any one of the available policies, click on "Request Access".
- A tab opens where you can fill in your details and click on the "Request Access" button.
- The tab shows "Requested access to resource" below which there is a link with the text "View all restricted items", click on this link.
- Finally, click on the "Request Access to all" button in the new side tab that opens.
See what industry leaders are saying about Finobi
The Finobi product, as it continues to develop, could save a significant amount of time spent on each client and increase overall adviser capacity.
Sam Jewell
Rising Tide
Senior Financial Planner and Partner
Start with our Trial Plan
Experience the power of the Finobi Meetings Assistant for File Notes and beyond.
Meetings Assistant Trial
Perfect for small teams and large organizations alike looking to streamline their client interactions.
What's included
- Sync Data captured in Meetings with the Fact Find
- Extract key insights and action items from Meetings
- Integration with MS Teams and Outlook Calendar
- Comprehensive and customizable File Notes
- Up to 5 hours of meeting time.