This one tool/use case is quite interesting to me where 6 or so solutions have all surfaced around the same time that started being developed 1+ sometimes 2 years ago. They record (or do they?), they take notes, they structure those notes, and then many integrate with CRM so they can send the notes / action items to Redtail, Wealthbox, etc. FinMate AI became a sponsor of ProAdvisorSuite just prior to Future Proof last year - Sept '23. So I believe it was the first to market with a usable product. And @Daniel Yoo, as a former financial advisor, is working very hard to do what he does excellently. And adding in some cool stuff along the way - like talk time (monologues), sentiment analysis, summaries tailored to different meeting types, layers of AI analysis, a phone app... At the end of the day for advisors, it will come down to price, features, UI, trust... as with many things. Here are the demos Daniel has recorded (Redtail on left, Wealthbox on right) of the current features of FinMate AI. Love to hear how you all are using these tools so far!

I've seen the following but checking in to see what other folks have for proposals, billing, and contracts. - PandaDoc - Proposify - Qwilr - DealHub.io - Copilot - Moxo SuiteDash - Bonsai - Dubsado