RATED 4.8 / 5
Turn Client Meetings into Actionable Financial Records
Stay focused on your clients—while your notes, CRM updates, and compliance docs write themselves.
USED ACROSS 500,000+ COMPANIES
RATED 4.8 / 5
Turn Client Meetings into Actionable Financial Records
Stay focused on your clients—while your notes, CRM updates, and compliance docs write themselves.
USED ACROSS 500,000+ COMPANIES
RATED 4.8 / 5
Turn Client Meetings into Actionable Financial Records
Stay focused on your clients—while your notes, CRM updates, and compliance docs write themselves.
USED ACROSS 500,000+ COMPANIES
Meetings Transcribed, Summarized &
Shared Automatically
No more messy notes, forgotten tasks, or wasted time. Just better, actionable meetings.
Meetings Transcribed, Summarized &
Shared Automatically
No more messy notes, forgotten tasks, or wasted time. Just better, actionable meetings.
Meetings Transcribed, Summarized &
Shared Automatically
No more messy notes, forgotten tasks, or wasted time. Just better, actionable meetings.
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
And Many More Features..
Launch Planning
Create a product launch plan based on the next steps
Campaign Performance Review
Extract key metrics from campaign review meetings
Objection Tracker
AI Apps
Extract Specific Meeting Knowledge With Powerful AI Apps
Sections
Blockers
Topics
Customer Needs
Ideas
Key Takeaways
Requests
Finance Summary
More
Custom Sections
Customize Your Default Meeting Notes With What You Need.
Templates
Team Meeting
1:1 Summary
Daily Standup
Sales Discovery
General Hiring
BANT Notes
Standup
More
Templates
AI Notes For Every Meeting Type, For Every individual in Your Team.
And Many More Features..
Launch Planning
Create a product launch plan based on the next steps
Campaign Performance Review
Extract key metrics from campaign review meetings
Objection Tracker
AI Apps
Extract Specific Meeting Knowledge With Powerful AI Apps
Sections
Blockers
Topics
Customer Needs
Ideas
Key Takeaways
Requests
Finance Summary
More
Custom Sections
Customize Your Default Meeting Notes With What You Need.
Templates
Team Meeting
1:1 Summary
Daily Standup
Sales Discovery
General Hiring
BANT Notes
Standup
More
Templates
AI Notes For Every Meeting Type, For Every individual in Your Team.
And Many More Features..
Launch Planning
Create a product launch plan based on the next steps
Campaign Performance Review
Extract key metrics from campaign review meetings
Objection Tracker
AI Apps
Extract Specific Meeting Knowledge With Powerful AI Apps
Sections
Blockers
Topics
Customer Needs
Ideas
Key Takeaways
Requests
Finance Summary
More
Custom Sections
Customize Your Default Meeting Notes With What You Need.
Templates
Team Meeting
1:1 Summary
Daily Standup
Sales Discovery
General Hiring
BANT Notes
Standup
More
Templates
AI Notes For Every Meeting Type, For Every individual in Your Team.
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
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
K
“Fireflies cuts down on additional calls with customers, letting us focus directly on solutions. Fireflies cuts down on calls with customers, letting us focus on solutions.”
Lee McMahon
Co founder @Clara
“Fireflies cuts down on additional calls with customers, letting us focus directly on solutions. Fireflies cuts down on calls with customers, letting us focus on solutions.”
Lee McMahon
Co founder @Clara
“Fireflies cuts down on additional calls with customers, letting us focus directly on solutions. Fireflies cuts down on calls with customers, letting us focus on solutions.”
Lee McMahon
Co founder @Clara
Built for Every Role
Discover how Fireflies fits your unique needs — get tailored solutions, workflows, and insights built just for your team.
Sales
Close more deals by automating every sales call and follow-up.
HR
Automate meeting notes and transcripts for faster, smarter recruiting workflows.
Marketing
Capture customer voice and turn every call into content gold.
User Research
Automate user interviews and uncover insights for product decisions.
Media & Podcasting
Auto-generate podcast transcripts, show notes, and shareable soundbites.
Engineering
Auto-capture notes for standups, sprint planning, and code reviews.
Healthcare
Automate clinical notes, reduce admin time, and stay compliant.
Finance
Turn client meetings into compliant, actionable, audit-ready financial records.
Real Estate
Automate client meeting notes and capture property discussions.
Built for Every Role
Discover how Fireflies fits your unique needs — get tailored solutions, workflows, and insights built just for your team.
Sales
Close more deals by automating every sales call and follow-up.
HR
Automate meeting notes and transcripts for faster, smarter recruiting workflows.
Marketing
Capture customer voice and turn every call into content gold.
User Research
Automate user interviews and uncover insights for product decisions.
Media & Podcasting
Auto-generate podcast transcripts, show notes, and shareable soundbites.
Engineering
Auto-capture notes for standups, sprint planning, and code reviews.
Healthcare
Automate clinical notes, reduce admin time, and stay compliant.
Finance
Turn client meetings into compliant, actionable, audit-ready financial records.
Real Estate
Automate client meeting notes and capture property discussions.
Built for Every Role
Discover how Fireflies fits your unique needs — get tailored solutions, workflows, and insights built just for your team.
Sales
Close more deals by automating every sales call and follow-up.
HR
Automate meeting notes and transcripts for faster, smarter recruiting workflows.
Marketing
Capture customer voice and turn every call into content gold.
User Research
Automate user interviews and uncover insights for product decisions.
Media & Podcasting
Auto-generate podcast transcripts, show notes, and shareable soundbites.
Engineering
Auto-capture notes for standups, sprint planning, and code reviews.
Healthcare
Automate clinical notes, reduce admin time, and stay compliant.
Finance
Turn client meetings into compliant, actionable, audit-ready financial records.
Real Estate
Automate client meeting notes and capture property discussions.
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.