Your AI Copilot for Financial Advisors is here. Built to simplify workflows and enhance client meetings with powerful AI, automation, and seamless integrations.
Here's what you can do with Finobi today – focus more on advice and less on admin.
Sync calendar events and access Teams meeting recordings directly in Finobi.
Record meetings directly on the web app. Mobile app coming soon.
Have existing recordings or transcripts? Upload them and let Finobi handle the rest.
Your meetings are transcribed, summarized, and automatically turned into file notes and follow-up emails using your preferred templates. We've included starter templates to help you hit the ground running.
Want to reformat or reorganize a note? Just highlight the section, give your instruction, and Finobi will make the changes instantly. Use our drag-and-drop UI to easily re-organize and add new sections.
After each meeting, Finobi intelligently assigns action items to the right team members based on your preferences.
Want to recall something quickly? Ask Finobi and get contextual answers based on your client's information – instantly.
Upload your current factfind and watch it stay up to date after every client meeting. Review changes and approve with one click.
Upload any client document – bank statements, insurance summaries, etc. – and Finobi will auto-fill relevant factfind sections.
Coming SoonUpload your own factfind template so Finobi can auto-fill exactly the way you want it.
Quickly see a snapshot of your client's goals, how they've changed, their key info, and insights to help you personalize every conversation.
Browse your entire client meeting history in one clean, scrollable view.
This is just the beginning. We're already working on even more powerful updates – including deeper integrations, improved factfind automation, automated compliance, AI enabled workflows, and expanded AI insights.