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.
