AI Notetaker & Communications
The meeting writes itself into the file
FinDash joins the call, transcribes it, drafts the notes, creates the follow-up tasks, and updates the client profile with what changed. The record is current before you have left the meeting.
- Meeting Capture & Controls: Joins scheduled Zoom meetings, records, and files a timestamped transcript. Administrators set what is captured and what clients see.
- AI Meeting Notes & Client Updates: Structured recaps of decisions, concerns and commitments, with life events raised in conversation proposed as profile changes.
- Meeting Prep: Pre-meeting briefings from the live plan, open items and recent activity, shareable by link without granting portal access.
- Email & Calendar Workspace: Read, send and file client email beside the household record, with calendar events driving meeting prep and firm oversight.
- Phone & Messaging History: Calls, recordings, transcripts and SMS logged against the contact record, whichever channel the conversation happened on.
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