#1 AI Notetaker For Financial Advisors

Automate client notes, simplify portfolio reviews, and stay compliant—with Fireflies for financial advisors

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G2Rated 4.8 / 5
GDPR, SOC2, More

USED ACROSS 200,000+ FINANCE TEAMS

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The Fireflies Impact on Financial Advisory

See exactly how Fireflies transforms client interactions and delivers measurable impact across your organization.

3x

Faster Client Onboarding

50%

Reduction in Administrative Tasks

100%

Compliant Documentation

100%

Enhanced Client Satisfaction

Automate Admin Work Across Your Team

Enhance client relationships with Fireflies while ensuring compliance.

Engage Without Distraction

Lead insightful conversations on finance, wealth and performance while Fireflies handles the notes.

Auto CRM Sync

Turn every review, strategy session, or planning call into structured notes and action items, logged automatically in your CRM.

High Quality Recommendations

Follow up with tailored portfolio insights and timely recommendations that reinforce trust and long-term relationships.

AI Summaries for Every Client Meeting

From initial consultations to portfolio reviews, Fireflies generates customized summaries for every meeting.
Custom Summaries

AI Apps Tailored for Financial Advisors & Wealth Managers

Go beyond note-taking by unlocking rich insights and automating actions after every client call.
Explore 200+ Apps
AI Apps

Draft Follow-Up Emails

Let AI generate post meeting emails to keep your client in the loop.

Financial Goal Tracker

Tracks how ongoing financial decisions align with strategic goals.

Profitability Insights Tracker

Identifies key drivers of profitability based on the discussion.

Customer Profile Generator

Create a profile of the customer based on the advisory call

Investment Opportunity Evaluator

Evaluates potential investment opportunities discussed during the meeting.

Analytics for Every Client Interaction

Gain actionable insights with detailed analytics on your client meetings.
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Gain insights into client emotions and satisfaction levels to improve experiences and outcomes.

Sentiment Analysis

 Search & Retrieve Key Insights from Client Conversations

Ask our AI questions about your meetings and get instant answers.

AskFred

Get quick answers to specific client queries, portfolio discussions, or regulatory concerns from past conversations.
AskFred

Meeting Search

Instantly locate critical client discussions, portfolio updates, and compliance-related topics.
Meeting Search

AI Filters

Quickly find client-specific action items, follow-ups, or investment strategies discussed in past meetings.
AI Filters

Integrate Fireflies with Your Favorite Financial tools

Redtail

Redtail

Automatically sync meeting notes to contacts.
Wealthbox logo

Wealthbox

Automatically sync meeting insights to contacts and opportunities.
Salesforce

Salesforce

Automatically map meeting data to the right records in Salesforce.
Hubspot

HubSpot

Automatically send transcript data to HubSpot after a meeting.
Integrations

Fireflies Mobile App For Your In-Person Meetings

Record, transcribe, & summarize in-person conversations directly from your phone - anytime, anywhere

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Enterprise-grade Security

Fireflies is the preferred platform for CIOs across the Fortune 500, offering robust admin controls and stringent security protocols.
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SOC 2 Type II

SOC 2 Type II

Fireflies follows industry standards for data security, privacy, and confidentiality.
GDPR

GDPR

Rigorous data protection and privacy standards in line with European regulations.
HIPAA Compliant

HIPAA Compliant

Complete protection for healthcare organizations.

BAA

Complete protection of PHI with business associate agreement.

Private Storage

Secure, dedicated cloud storage exclusively for your organization’s data.

End-to-End Encrypted

All your meeting data is protected with 256-bit AES and SSL/TLS encryption.

Don’t Take Our Word For it

See why thousands of organizations are switching to Fireflies
Matias Rodsevich

Matias Rodsevich

CEO @PR Labs

“Fireflies brought more structure in our meetings and more transparency within our company.”

Ed Leon Klinger

Ed Leon Klinger

CEO @Flock

“Impressed by Fireflies’ analytics. It helps tracks my team conversations.”

Lee McMahon

Lee McMahon

Co founder @Clara

“Fireflies cuts down on additional calls with customers, letting us focus directly on solutions.”

Achintya Gupta

Achintya Gupta

Co founder @Phyllo

“Super impressed with how Fireflies helps us analyze what our customers actually need!”

G2 AI Meeting Assistants LeaderG2 AI Meeting Assistants Momentum LeaderG2 Conversation Intelligence High Performer Mid Market

Unlock the Knowledge Buried Inside Your Conversations

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