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PATENTED TECHNOLOGY | BUILT BY ADVISORS, FOR ADVISORS

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Create Meeting Notes That Actually Work

Seamlessly integrate AI Secretary’s real-time note-taking with your CRM or calling platform. Our invisible assistant captures conversations, creates compliant notes, and syncs everything — so you can focus on your clients.

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100%

Compliant & Secure

30s

Transcription Accuracy

97%

Transcription Accuracy

10+

Hours Saved Weekly

Real-Time Transcription

Capture Every Word, Automatically

Seamlessly integrate AI Secretary’s real-time note-taking with any CRM or calling platform, supporting in-person sessions and recordings. Our invisible assistant captures conversations and creates meeting notes in your preferred format.

  • Speaker identification & timestamps
  • Multi-language support
  • Works with Zoom, Google Meet & phone calls
Smart Actions

From Notes to Next Steps, Instantly

AI Secretary doesn’t just take notes — it understands them. Automatically extract action items, follow-up reminders, and email drafts directly from your meeting conversations.
  • Auto-generated action items & tasks
  • Follow-up email drafts
  • Priority tagging & deadline detection
CRM Integration

Sync Notes to Your CRM in One Click

Automatically push compliant meeting notes, action items, and client insights directly into Redtail, Wealthbox, Salesforce, and more. No copy-pasting, no manual entry.
  • One-click CRM sync
  • Supports Redtail, Wealthbox & Salesforce
  • Custom field mapping
Compliance & Security

Built for Advisors Who Take Privacy Seriously

Your clients trust you with everything — we never see any of it. AI Secretary processes your meetings, generates notes, then deletes the data. Patented technology built for regulatory compliance.
  • Data deleted after processing
  • End-to-end encryption
  • End-to-end encryption
How It Works

Three Steps to Effortless Notes

STEP 01

Record or Connect

Start a recording, invite the meeting agent, or upload audio from any session.
STEP 02

AI Does the Work

AI Secretary transcribes, summarizes, and extracts key insights and action items.
STEP 03

Sync & Forget

Compliant notes are pushed to your CRM automatically. Data is deleted after processing.
Ask Anything

Frequently Asked Questions

What is AI Secretary? 

AI Secretary is an AI-driven platform that automates administrative tasks for financial advisors, such as note-taking and client follow-ups, allowing advisors to focus on client interactions and business growth.

AI Secretary is an AI-driven platform that automates administrative tasks for financial advisors, such as note-taking and client follow-ups, allowing advisors to focus on client interactions and business growth.

AI Secretary is an AI-driven platform that automates administrative tasks for financial advisors, such as note-taking and client follow-ups, allowing advisors to focus on client interactions and business growth.

AI Secretary is an AI-driven platform that automates administrative tasks for financial advisors, such as note-taking and client follow-ups, allowing advisors to focus on client interactions and business growth.

AI Secretary is an AI-driven platform that automates administrative tasks for financial advisors, such as note-taking and client follow-ups, allowing advisors to focus on client interactions and business growth.

Ready to Save 10+ Hours a Week?

Join hundreds of financial advisors who trust AI Secretary to handle their meeting notes — compliantly, securely, and automatically.
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