AI Secretary automates routine tasks like note-taking and data entry, allowing financial advisors to focus on growth and client relationships.
What is AI Secretary?
AI Secretary integrates seamlessly with your existing tools, automating the busywork and connecting your financial software for a smoother workflow.
Seamless Integration
Connect effortlessly with financial advising platforms that you use day-to-day.
Streamline Operations
Automate repetitive tasks and reduce administrative burdens.
Boost Efficiency
Focus on high-value activities while AI handles the details.
Elevate Your Financial Advisory
Streamline Your
Workflow Effortlessly
AI Secretary was conceived out of frustration with the tedious day-to-day of Financial Advising. Writing down notes, data entry, and client follow-up all take time away from revenue generating activity for Financial Advisors and are all things that can be automated by AI.
AI Secretary aims to eliminate the time advisors and/or their staff spend completing back-of-office tasks so they can spend time on the things that are important
Invest in the Future of Financial Advisory
Join us at AI Secretary as we transform the landscape of financial advising through cutting-edge AI technology. Our platform streamlines time-consuming tasks, empowering advisors to focus on what they do best—serving their clients. By investing in AI Secretary, you're not just funding a product; you're pioneering a movement towards more efficient, tech-driven financial services. Discover how your contribution can drive innovation and profit.
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Announcements
Stay updated with our latest software progress, new features, and what's coming next for AI Secretary
AI Secretary Beta Test Update: Phase II Begins!
AI Secretary Beta Test Update: Phase II Begins!
We’re thrilled to announce that AI Secretary’s Beta Test Program is moving to Phase II!
Phase I: A Resounding Success
Our first phase proved that AI Secretary excels at note-taking—not just for Discovery/FactFinding calls, but also for Client Reviews, Phone Calls, and routine touchpoints with clients and prospects.
💡Key Takeaways from Phase I:
✅Exceptional Note-Taking Accuracy across various meeting types
✅90%+ Speaker Identification Accuracy—even in 90-minute calls
✅New Features: Keyboard commands for smooth navigation & an Edit function for real-time adjustments
What’s Next? Phase II
Now, we’re taking AI Secretary to the next level by directly integrating Notes and Smart Actions into RedTail and Orion—bringing seamless automation straight into advisors’ workflows.
Stay tuned as we continue refining AI Secretary, making financial advising faster, smarter, and more efficient than ever!
👉Want early access? Join our Beta Test Program today!
What our Advisors are Saying
Hear from fellow advisors about how AI Secretary is transforming their work
AI Secretary has been a game changer for my practice. It takes care of all the tedious admin work like notes and follow-ups, so I can focus on what matters—my clients.
— Mike T., Financial Advisor
I love how AI Secretary handles tasks I used to spend hours on. It’s reliable, accurate, and has freed up so much of my time to focus on growing my business.
— Lisa K., RIA Owner
Having AI Secretary is like having the perfect assistant. It keeps me organized, saves me time, and helps me deliver a better experience for my clients.
— James H., Wealth Manager
Be the First to Experience AI Secretary
We’re looking for forward-thinking advisors to join our exclusive beta testing group. Be among the first to explore the features of AI Secretary and provide feedback that will shape the future of financial advising. Connect directly with our founders and help us refine our revolutionary platform.
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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.
How does AI Secretary integrate with my existing software?
AI Secretary seamlessly integrates with popular financial planning software, ensuring a smooth workflow without disrupting your current tools.
What tasks can AI Secretary automate?
Our platform automates tasks like data entry, note-taking, and client follow-up reminders, saving you time and reducing administrative burdens.
Who can benefit from AI Secretary?
Financial advisors and firms looking to improve efficiency and productivity can greatly benefit from AI Secretary's automation capabilities.
How does AI Secretary ensure data security?
AI Secretary prioritizes data protection by employing advanced encryption and security protocols to safeguard client information, ensuring compliance with industry standards and regulations.
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