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!