Meet Fireflies for Finance: AI Meeting Assistant for Finance Professionals

Client conversations are the heart of financial advisory work. Whether you’re reviewing investment strategies, planning for retirement, or handling estate planning, those conversations are complex, critical, and often hard to track.

Unlike standard note-taking tools, Fireflies offers a solution built specifically for wealth managers, financial advisors, RIAs, and advisory firms. It integrates smoothly into your daily workflow, helping you record, organize, and turn client conversations into clear, compliant, and actionable insights—all without adding extra work.

Solving real challenges with finance meetings

Financial professionals speak with dozens of clients each week, often covering sensitive or high-stakes topics. Keeping track of every conversation, follow-up, and action item is time-consuming, and doing it manually leaves room for error.

A Kitces Research shows that only about 50% of a typical advisor’s time is devoted to direct client activities, with less than 20% actually spent in client meetings. The rest is absorbed by back-office tasks, including documentation and administrative work.
The average advisor spends 2–3 hours per day on post-meeting notes, summaries, and CRM updates, which translates to approximately 520 hours per year, or $78,000 in lost productivity per advisor.

We heard it firsthand:

“I spend more time writing notes than I do advising.”
“I’m always worried I missed something important.”
“None of these tools are built for how we actually work.”

That’s why we built Fireflies for Finance—to let you stay fully present in every client conversation while it handles the documentation with human-level accuracy.

Watch the launch video

From understanding client needs and risk appetites to delivering tailored investment advice, Fireflies ensures you note every detail. It automatically organizes and transforms your meetings into clear, actionable summaries and tasks. This allows you to focus on what matters most—building trust and providing personalized guidance—instead of taking notes. Here are some powerful features you'll appreciate:

Accurate Transcription & Structured SummariesGenerate structured notes tailored to your firm's financial, regulatory, risk, and investment frameworks, making documentation faster, clearer, and perfectly aligned with your advisory needs.
Meeting prepStep into every client meeting fully prepared with pre-generated briefs that highlight key insights, decisions, and context from previous meetings.
Automated CRM syncAutomate your workflow by syncing meeting notes, action items, and key details directly to your CRM, ensuring all interactions are logged accurately, easily retrievable, and compliant with regulations.
Built-in regulatory readinessMaintain compliance with timestamped, searchable summaries and centralized records that simplify supervision and audits. Fireflies helps you meet industry standards, whether you're regulated by the SEC, FINRA, MiFID II, or other authorities.
Conversation intelligenceAnalyze meetings to uncover key insights. Track client concerns, follow-up items, potential risks, and specific commitments—all while keeping your team aligned and proactive.

Designed for how finance professionals work

Finance-specific templates

Fireflies’ purpose-built templates reflect the way financial experts speak and think, saving time while ensuring clarity, precision, and compliance. With finance templates, you can:

Document retirement planning sessions, investment reviews, and estate planning conversations efficiently.
Generate structured notes that align with your firm's financial, regulatory, risk, and investment frameworks.
Streamline internal workflows through custom sections designed for your specific advisory processes.

Integrations

We've built direct finance integrations with tools such as WealthBox, Redtail CRM, and Salesforce. This allows meeting notes and action items to flow seamlessly into the tools you already use. Fireflies automatically syncs meeting summaries, action items, and attendees to the appropriate CRM records, eliminating the need for manual copying and pasting between tools.
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AI Apps

We've added 10+ finance-specific AI apps that turn meetings into meaningful action. These apps automatically extract key insights, draft personalized follow-up emails, and keep your CRM up-to-date.

Our pre-built apps include the Customer Profile Generator, Budget Allocation Advisor, Investment Opportunity Evaluator, Financial Data Categorizer, and Profitability Insights Tracker. Now, you can instantly surface investment opportunities, budget details, risk factors, and client goals and deliver smarter, more personalized recommendations.
Try AI Apps now

Mobile App

Stay on top of every client interaction—from office meetings to on-the-go conversations. Record, transcribe, and track insights with the Fireflies Mobile App anytime, anywhere.
Download the Mobile App

Strict security and compliance

We recognize that trust, privacy, and regulatory compliance are non-negotiable in the financial sector. Fireflies remains the most secure AI meeting assistant, with enterprise-grade security and compliance features to help you meet regulatory requirements and maintain client trust.

Enterprise-grade Compliance: Fireflies meets the highest security standards, including SOC 2 Type II and GDPR, ensuring your data is always protected.
Encrypted, Auditable, and Time-Stamped: All conversations are encrypted both in transit and at rest. Meeting notes and transcripts are time-stamped and securely archived, making audits and reviews simple and reliable.
Access & Governance Controls: Protect sensitive information with configurable access rules, ensuring only authorized team members can view specific conversations or data, thereby supporting internal compliance protocols.
Data Residency and Retention Policies: Control where your data is stored and how long it is retained. Fireflies enforces a strict Zero-Day Retention Policy with all vendors, ensuring your data is only stored for as long as necessary for processing, fully aligning with your firm’s compliance and data governance needs.
Your Data, Your Ownership: We never train our AI models on your meeting data. Your information remains entirely yours, private, and secure.

Additional resources

In Action: WealthUp scales multilingual financial advisory with Fireflies

WealthUp, a South African financial advisory firm with a seven-member team, faced significant challenges in managing multilingual client conversations—particularly in Afrikaans—due to inefficient and error-prone manual note-taking. This not only led to incomplete documentation but also hindered real-time client engagement. “We were often more focused on taking notes than being present with our clients, which is not how we want to operate,” said Louis van der Merwe, Co-founder and Director at WealthUp.

After exploring other platforms, WealthUp chose Fireflies for its accurate transcriptions, finance-specific summaries, and CRM integrations. Using Fireflies, WealthUp is now able to:

Save 10+ hours per week, freeing up time for deeper client engagement.
Enhance meeting presence by eliminating the need for real-time note-taking.
Scale operations efficiently without additional hires—crucial for maintaining a lean team.
Improve documentation and follow-up, enabling a more consistent client experience.

“We can now be fully present in our meetings,” said Louis. With improved documentation and no need for additional hires, Fireflies became key to their lean, growth-focused strategy. “It’s enabled us to scale without more staff, which is crucial,” Louis concluded.

In Action: Ecivda Financial Planning uses Fireflies to transform financial advisory

For years, Ecivda Financial Planning Boutique , a financial advisory firm led by Shawn Todd, took notes the old-fashioned way—pen, paper, and memory. Shawn Todd, the firm’s founder, was known for being an “excellent note taker,” but even he struggled to keep up in real time.

Although initially hesitant to adopt AI tools in his client meetings, Shawn’s concerns around security and compliance began to fade after seeing trusted professionals, like doctors, use AI assistants effectively.

What began as a small test with Fireflies quickly turned into a core part of Ecivda’s day-to-day. Today, Fireflies helps Ecivda Financial Planning Boutique to:

Build better client trust by letting advisors stay fully present in every conversation.
Save hours every week by eliminating manual notes and post-meeting follow-ups.
Streamline compliance with automated KYC updates and “reason-why” letters, ensuring every client interaction is consistent and audit-ready.

As Shawn put it: “Fireflies has changed the game for financial advisory. I can focus on my clients, be a better listener, and know that every compliance box is checked. It’s fantastic.”

In Action: Ian Maxwell deepens client relationship with Fireflies

Ian Maxwell leads Reviresco Wealth Advisory, a boutique financial planning firm in Southern California. As a solo advisor, he prides himself on offering deeply personalized services—from estate planning to investment strategy. But as his client base grew, so did the pressure.

Important details were slipping through the cracks. Follow-ups took longer. The personal touch that set Ian apart was becoming harder to maintain. That’s when he turned to Fireflies.

Now, Ian can:

Save 30 minutes per meeting from manual note-taking, giving him more time to plan strategically and connect meaningfully with clients.
Be fully present in conversations, strengthening relationships and delivering more personalized advice.
Increase conversions from 3 to 5 out of 10, simply by capturing and acting on what matters most.
Train new hires faster, using real meetings as a ready-made library of best practices.

With Fireflies, Ian isn’t just keeping up—he’s getting ahead. “I’m not just managing my current workload; I’m preparing for expansion,” Ian said confidently. “I can see how Fireflies will help me scale my advisory services while maintaining the quality my clients expect.”

In Action: Forsyth Advisors replaces manual note-taking with Fireflies

Forsyth Advisors, a growing financial advisory firm, struggled with managing the large volume of information from client meetings. Manual note-taking was inefficient, error-prone, and made onboarding new analysts difficult. “As our team and client base grew, so did the complexity of our meetings,” said Brant Hill of Forsyth Advisors. “We needed a solution to keep pace and ensure no detail was lost.”

Switching to Fireflies helped Forsyth Advisors to:

Cut recap time from 30 minutes to under 5, saving 15+ hours weekly.
Ensure key action items were tracked and followed up, eliminating the need for manual recap emails.
Build client trust with accurate, transparent meeting summaries—clients requested Fireflies on all calls.
Speed up onboarding by giving new analysts instant access to past meeting transcripts.

"Using Fireflies has been a game-changer for our business," says Brant. "Fireflies never misses a meeting, and the AI summaries provide a perfect, structured recap in seconds, saving us hours every week and ensuring we never lose sight of key action items. We enter client meetings completely confident that no critical details will be missed, which boosts client trust and accountability. In fact, our clients love the summaries."

Join our live webinar on May 22, 2025

Join our free webinar on May 22, 2025 at 1:00 PM ET / 10:00 AM PT for an exclusive 45-minute webinar showcasing Fireflies for Finance in action. During the session, you will see a live product demo, featuring finance-specific integrations, templates, and AI Apps and hear real-world case studies of how teams utilize Fireflies to mitigate compliance risk and strengthen client relationships.
Book your spot now

More value. No extra cost.

Whether you're an independent advisor, part of a wealth management firm, or leading compliance and operations, Fireflies for Finance gives you back hours in your day, reducing compliance risk and helping you build stronger client relationships.

The best part? It’s included in your existing paid plan—no extra fees, no hidden upgrades.

Start using Fireflies for Finance today—at no additional cost.