Build Notetakers for Financial Advisors
Use meeting data to power live and asynchronous notes, summaries, action items & more.
Help wealth advisors spend less time on manual work
Recall.ai’s unified API captures data like transcripts, recordings, and participant names and emails from meetings. With this data, fintech platforms can build tools that let wealth managers and advisors easily prepare for, record, and take action on conversations with clients.
“With Recall.ai, it took Wealthbox just a few months to develop an embedded note-taker product within our CRM for financial advisors.”
What can a notetaker for financial advisors do?
Advisors spend most of their days in meetings, but manually filling out notes, writing follow-up emails, and updating client records after those meetings takes up over 30% of their total working time. By using Recall.ai to build a notetaker into your fintech platform, you allow your customers to automate the busywork of recording conversations, assigning tasks, filling out CRMs, and more.
Take structured notes during client meetings
Build a notetaker that works across virtual meetings, in-person discussions, and phone calls, so advisors can capture client data in any context. Recall.ai offers the option of zero data retention and lets teams standardize note formats across their organization, aligning your notetaker with compliance needs.
Create summaries, action items, and automated follow-ups
By capturing cross-platform meeting data with Recall.ai, fintech platforms build tools that automatically create meeting summaries, draft follow-up emails, and more. With 100% accurate, diarized transcripts, you can correctly attribute tasks and action items every time.
Help advisors effectively prep for meetings
Help advisors confidently prepare for meetings by offering a summary of their clients’ financial history, goals, and portfolio – with every claim cited to the conversation it was said in. With a record of what’s mentioned in calls, your customers can build rapport with clients through personal touches like remembering kids’ names or asking about recent vacations.
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Automatically update CRMs with relevant data
Whenever a client mentions a salary change or a new financial goal, automatically keep their records up-to-date. Build a flow that uses information mentioned in meetings to update a CRM field or event, saving advisors time on manual data entry.
Capture any conversation
Give your tool complete context into your users’ conversations, in real time or post-call. Whether your users prefer to record meetings with a bot or with a desktop app they install on their device, Recall.ai lets you build the recording experience that works best for them.
Frequently asked questions
Yes. Notetakers built on Recall.ai can capture data across video conferencing platforms including Zoom, Google Meet, Microsoft Teams, GoTo Meeting, and Webex, as well as in-person and hybrid meetings. This ensures advisors get consistent, structured notes regardless of where or how a client meeting is conducted.
Speaker diarization automatically labels who said what in a transcript, distinguishing between the advisor and the client. This is critical for correctly attributing action items and follow-ups. Recall.ai is the only platform to offer perfect diarization, ensuring that your platform can always accurately identify who said what in a meeting.
Yes. Recall.ai supports real-time transcription, allowing your platform to get live context from an ongoing meeting.
Yes. Recall.ai’s calendar API integrates with Google Calendar and Microsoft Outlook to schedule bots to record upcoming meetings. Teams can set their own logic about which meetings they’d like to capture, such as only recording meetings with external participants.
Yes. You can use Recall.ai to pull out key information from the meeting transcript, such as a client mentioning a change in salary or updated expenses. You can then use this information to push relevant updates directly to a CRM like Salesforce.
If you need real-time data such as live transcripts, configure real-time webhooks to receive meeting data events from Recall.ai and pass the data to an LLM of your choice. If you’re working with asynchronous meeting data, get your meeting data and recordings via an API call and pass that directly to an AI model.
Yes. Fintech platforms that use Recall.ai can add a step that allows advisors to review before notes, tasks, or CRM updates are committed. This lets them ensure client data is correctly documented while still eliminating the bulk of manual work.
Recall.ai lets customers choose between storing meeting data in US, EU, or APAC regions.
Yes. Unlike other meeting recording API providers, Recall.ai offers fully flexible, customizable data retention windows. This includes the option of zero data retention, meaning meeting audio and transcripts are processed but not stored by Recall.ai. You can also delete data at any point by calling the Delete Bot Media or Delete Recording endpoints.
Recall.ai is SOC2, ISO 27001, GDPR, CCPA, and HIPAA compliant, aligning with strict compliance standards. For more information, check out our security portal.
