The meeting assistant that listens to calls, reads documents, and instantly syncs compliant notes to your CRM. We automate the work, then delete the data.
Trusted by Advisors
You didn’t build your practice to spend hours doing data entry. But between compliance logs, updating your CRM, and reading 50-page insurance policies, the paperwork is taking over.
It’s time to get your evenings back.
We handle the admin. You handle the clients.
We know the fear of the “unwritten note”. We also know the fear of putting client data into a “black box” AI.
That is why we built our Zero Retention model. We process your data, sync it to your CRM, and then we destroy it. We don’t train our models on your clients.
Your secrets stay yours.
Upload, record, or have a meeting bot listen in. The AI will transcribe the meeting and generate fully compliant case notes with smart actions you can push directly into your CRM.
Simply invite our secure AI agent to your live meeting, upload a recording, or capture audio directly. We instantly generate a precise, confidential transcript, laying the foundation for a fully automated workflow.
This is where the magic happens. Our AI analyzes the transcript to generate detailed, compliant case notes that meet industry standards. Simultaneously, it extracts every key client detail—names, figures, and goals—organizing them into actionable “Smart Actions” to save you hours of manual review.
You are in complete control. Seamlessly push your notes and Smart Actions to your CRM with a single click. Once your data is securely in your system, you can permanently delete the session from our platform. Your data is never stored, ensuring total security and compliance.
AI Secretary seamlessly integrates with your commonly used CRM to directly push your case notes into your client files.
Select the plan that best fits your needs and unlock AI-powered meeting assistance’s full potential.
Monthly Billing
14-DAY FREE TRIAL
$99.00 / 1 month
$899.00 / 12 months
Biannual Billing
14-DAY FREE TRIAL
$499.00 / 6 months
Custom pricing and features for teams and organizations
Hear from fellow advisors about how AI Secretary is transforming their work
I was skeptical, but AI Secretary is a legitimate game-changer. I’m getting back nearly two full workdays a month that I used to spend just typing up meeting notes and entering data. That’s more time for existing clients and more time for prospecting. It easily paid for itself in the first week.
My biggest hesitation with AI tools has always been security. The fact that AI Secretary is a zero-retention platform was the deciding factor for our firm. The case notes are compliant right out of the box, and knowing we can push the data to our CRM and then permanently delete it gives us complete peace of mind. It’s the only tool we’ve found that takes compliance as seriously as we do.
The transcription is great, but the ‘Smart Actions’ feature is what makes this indispensable. It pulls out all the important client data—incomes, account values, stated goals—so I don’t have to scrub through the transcript myself. It’s like having an assistant who knows exactly what to look for. My post-meeting workflow is at least 75% faster now.
I’ll be honest, I thought this would be more trouble than it was worth. After one meeting, I was sold. I invited the agent, and a few minutes later, the notes and key data were ready to push directly into Redtail. No more deciphering my own handwriting or spending my evenings catching up on admin. It just works.
Yes. Unlike generic AI tools that store your data to train their models, AI Secretary utilizes a Zero-Retention Architecture. We transcribe the meeting, extract the data, and sync it to your CRM. Once the session is closed, the data is permanently deleted from our servers. We do not retain client PII, which resolves the primary regulatory concern regarding third-party data storage.
We eliminate the “swivel-chair” data entry. AI Secretary integrates directly with the industry-standard tools you already use, including Redtail, Wealthbox, and Orion. We don’t just dump a transcript; we map the data to the correct fields in your CRM and planning software, bridging the gap between your conversation and your database. If you don’t see your CRM in our current integrations request it and we’ll build it out.
Generic AI often “hallucinates” numbers, but AI Secretary is purpose-built for financial advice with 97% accuracy. It is trained to recognize specific financial vernacular—from Roth conversions to RMDs and 529 plans. Furthermore, it can ingest and analyze uploaded documents like estate plans and old 401(k) statements, ensuring no detail from a 60-page PDF is missed.
A human VA requires training, management, and a salary. AI Secretary requires none of these. It provides the utility of a paraplanner—structuring notes, highlighting key data points, and assigning tasks—at a variable cost rather than a high fixed cost. It is the scalable alternative to increasing headcount.
Yes. We are not just an audio tool; we are a data ingestion engine. You can securely upload PDFs of investment account statements, insurance policies, or tax returns. The system reads and extracts the relevant data just as it would from a spoken conversation, digitizing your paper trail instantly.
Stay updated with our latest software progress, new features, and what’s coming next for AI Secretary
Stop spending your “market hours” on administrative friction. Deploy the only zero-retention administrative partner that allows you to scale your practice without adding headcount.
