#1 AI Assistant For Financial Advisors
Automate client notes, simplify portfolio reviews, and stay compliant—with Fireflies for financial advisors
Rated 4.8 / 5
USED ACROSS 200,000+ FINANCE TEAMS
The Fireflies Impact on Financial Advisory
3x
Faster Client Onboarding
50%
Reduction in Administrative Tasks
100%
Compliant Documentation
100%
Enhanced Client Satisfaction
Automate Admin Work Across Your Team
Engage Without Distraction
Auto CRM Sync
High Quality Recommendations
AI Summaries for Every Client Meeting
AI Skills Tailored for Financial Advisors & Wealth Managers
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 insights into client emotions and satisfaction levels to improve experiences and outcomes.
Search & Retrieve Key Insights from Client Conversations
AskFred
Get quick answers to specific client queries, portfolio discussions, or regulatory concerns from past conversations.
Meeting Search
Instantly locate critical client discussions, portfolio updates, and compliance-related topics.
AI Filters
Quickly find client-specific action items, follow-ups, or investment strategies discussed in past meetings.
Integrate Fireflies with Your Favorite Financial tools
Redtail
Wealthbox
Salesforce
HubSpot
Fireflies Mobile App For Your In-Person Meetings
Record, transcribe, & summarize in-person conversations directly from your phone - anytime, anywhere
Enterprise-grade Security
SOC 2 Type II
Fireflies follows industry standards for data security, privacy, and confidentiality.
ISO 42001
Certified to the international standard for governing and managing AI responsibly.
HIPAA & FERPA
BAA for healthcare and DSA for education, available on Enterprise with Private Storage.
No AI training on your content
Fireflies does not use your meeting data to train AI models, and our AI vendors are contractually barred from training on it.
Private Storage
Dedicated cloud storage for your organization’s data.
GDPR & Data Ownership
Customers keep full ownership of their data, explicitly stated in our Terms of Service.
Don't Take Our Word For It
See why thousands of organizations are switching to Fireflies
Matias Rodsevich
CEO @PR Labs
“Fireflies brought more structure in our meetings and more transparency within our company.”
Ed Leon Klinger
CEO @Flock
“Impressed by Fireflies' analytics. It helps tracks my team conversations.”
Lee McMahon
Co founder @Clara
“Fireflies cuts down on additional calls with customers, letting us focus directly on solutions.”
Achintya Gupta
Co founder @Phyllo
“Super impressed with how Fireflies helps us analyze what our customers actually need!”
Unlock the Knowledge Buried Inside Your Conversations
