+60
Turn Client Meetings into Actionable Financial Records
Stay focused on your clients—while your notes, CRM updates, and compliance docs write themselves.
RATED 4.8 / 5
GDPR, SOC2, + MORE
USED ACROSS 500,000+ COMPANIES
+60
Turn Client Meetings into Actionable Financial Records
Stay focused on your clients—while your notes, CRM updates, and compliance docs write themselves.
RATED 4.8 / 5
GDPR, SOC2, + MORE
USED ACROSS 500,000+ COMPANIES
+60
Turn Client Meetings into Actionable Financial Records
Stay focused on your clients—while your notes, CRM updates, and compliance docs write themselves.
RATED 4.8 / 5
GDPR, SOC2, + MORE
USED ACROSS 500,000+ COMPANIES
You’re Focused on Clients
But the Paperwork Never Ends
The portfolio review’s done, but the summary’s still sitting on your to-do list.
Can’t remember where you noted their retirement goals, or if you did at all.
Compliance needs everything logged, but the paperwork keeps piling up.
You’re Focused on Clients
But the Paperwork Never Ends
The portfolio review’s done, but the summary’s still sitting on your to-do list.
Can’t remember where you noted their retirement goals, or if you did at all.
Compliance needs everything logged, but the paperwork keeps piling up.
You’re Focused on Clients
But the Paperwork Never Ends
The portfolio review’s done, but the summary’s still sitting on your to-do list.
Can’t remember where you noted their retirement goals, or if you did at all.
Compliance needs everything logged, but the paperwork keeps piling up.
Fireflies Handles the Admin
You Focus on Advice
Fireflies Handles the Admin
You Focus on Advice
Fireflies Handles the Admin
You Focus on Advice
AI Notes Tailored for Financial Conversations
Get clear, structured summaries of every client review, planning sessions, and consultations.
Track client goals, life changes, asset movements, risk preferences, and follow-up items.
Instantly search client conversations to retrieve insights, timelines, and priorities without call recordings.
Get Started Now
AI Notes Tailored for Financial Conversations
Get clear, structured summaries of every client review, planning sessions, and consultations.
Track client goals, life changes, asset movements, risk preferences, and follow-up items.
Instantly search client conversations to retrieve insights, timelines, and priorities without call recordings.
Get Started Now
AI Notes Tailored for Financial Conversations
Get clear, structured summaries of every client review, planning sessions, and consultations.
Track client goals, life changes, asset movements, risk preferences, and follow-up items.
Instantly search client conversations to retrieve insights, timelines, and priorities without call recordings.
Get Started Now
Compliance-Ready Documentation. No Extra Steps
Generate compliant, time-stamped summaries that meet regulatory standards even without saving audio.
Protect sensitive data by limiting who can view, edit, or share meeting content with role-based access.
Keep your data secure with enterprise-grade encryption and flexible storage controls.
Get Started Now
Compliance-Ready Documentation. No Extra Steps
Generate compliant, time-stamped summaries that meet regulatory standards even without saving audio.
Protect sensitive data by limiting who can view, edit, or share meeting content with role-based access.
Keep your data secure with enterprise-grade encryption and flexible storage controls.
Get Started Now
Compliance-Ready Documentation. No Extra Steps
Generate compliant, time-stamped summaries that meet regulatory standards even without saving audio.
Protect sensitive data by limiting who can view, edit, or share meeting content with role-based access.
Keep your data secure with enterprise-grade encryption and flexible storage controls.
Get Started Now
Follow-Ups That Build Trust
Automatically share recaps, next steps, and key takeaways after every meeting to keep clients informed and engaged.
Track action items, log tasks automatically to your CRM, and ensure nothing falls through the cracks.
Stay connected wherever you are. Access notes on the web or mobile for any client interaction.
Get Started Now
Follow-Ups That Build Trust
Automatically share recaps, next steps, and key takeaways after every meeting to keep clients informed and engaged.
Track action items, log tasks automatically to your CRM, and ensure nothing falls through the cracks.
Stay connected wherever you are. Access notes on the web or mobile for any client interaction.
Get Started Now
Follow-Ups That Build Trust
Automatically share recaps, next steps, and key takeaways after every meeting to keep clients informed and engaged.
Track action items, log tasks automatically to your CRM, and ensure nothing falls through the cracks.
Stay connected wherever you are. Access notes on the web or mobile for any client interaction.
Get Started Now
Seamless Integration with the Tools You Already Use
With 60+ integrations—including CRMs, ATS, Slack, Zapier, and custom APIs—Fireflies seamlessly fits into your workflow.
Seamless Integration with the Tools You Already Use
With 60+ integrations—including CRMs, ATS, Slack, Zapier, and custom APIs—Fireflies seamlessly fits into your workflow.
Seamless Integration with the Tools You Already Use
With 60+ integrations—including CRMs, ATS, Slack, Zapier, and custom APIs—Fireflies seamlessly fits into your workflow.
Join 500,000+ Companies
Automating Meetings With Fireflies
Fireflies Has Been Named Among the Best Software Product - 2025
RATED 4.8 / 5
Join 500,000+ Companies
Automating Meetings With Fireflies
Fireflies Has Been Named Among the Best Software Product - 2025
RATED 4.8 / 5
Join 500,000+ Companies
Automating Meetings With Fireflies
Fireflies Has Been Named Among the Best Software Product - 2025
RATED 4.8 / 5
Real Results for Financial Advisors
13+
Hours Per Week Saved On Admin Work
2x
Faster Client Follow-Ups
20%
Fewer Meetings With Clearer Communication
100+
Languages Supported
Real Results for Financial Advisors
13+
Hours Per Week Saved On Admin Work
2x
Faster Client Follow-Ups
20%
Fewer Meetings With Clearer Communication
100+
Languages Supported
Real Results for Financial Advisors
13+
Hours Per Week Saved On Admin Work
2x
Faster Client Follow-Ups
20%
Fewer Meetings With Clearer Communication
100+
Languages Supported
Enterprise-Grade Security
Fireflies is the preferred platform for CIOs across the Fortune 500, offering robust
admin controls and stringent security protocols.
SOC 2 Type II
SOC for Service Organizations
GDPR
General Data Protection Regulation
HIPAA Compliant
HIPAA for Healthcare Organizations
Enterprise-Grade Security
Fireflies is the preferred platform for CIOs across the Fortune 500, offering robust
admin controls and stringent security protocols.
SOC 2 Type II
SOC for Service Organizations
GDPR
General Data Protection Regulation
HIPAA Compliant
HIPAA for Healthcare Organizations
Enterprise-Grade Security
Fireflies is the preferred platform for CIOs across the Fortune 500, offering robust admin controls and stringent security protocols.
SOC 2 Type II
SOC for Service Organizations
GDPR
General Data Protection Regulation
HIPAA Compliant
HIPAA for Healthcare Organizations
Unlock the KnowledgeBuried Inside Your Conversations
Deliver better advice with the AI Notetaker built for financial professionals. No more paperwork. Just clients.
Unlock the KnowledgeBuried Inside Your Conversations
Deliver better advice with the AI Notetaker built for financial professionals. No more paperwork. Just clients.
Unlock the KnowledgeBuried Inside Your Conversations
Deliver better advice with the AI Notetaker built for financial professionals. No more paperwork. Just clients.