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 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
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.