Fireflies Launches AI Meeting Assistant Built for Financial Advisors
Fireflies.ai, trusted by 75% of Fortune 500 companies, has introduced Fireflies for Finance, an AI meeting assistant focused on easing the administrative load for financial and wealth advisors. This new solution streamlines how advisors capture, document, and utilize client conversations by offering finance-specific templates, AI tools, and direct integrations with popular CRM platforms—all at a competitive price.
Focused Features for Financial Advisors
- Finance-Specific Summary Templates: Fireflies for Finance includes five specialized templates covering retirement planning, investment reviews, estate planning, and other common advisory meetings. These templates align documentation with industry standards to save time and improve accuracy.
- Financial AI Apps: Dedicated AI tools extract key client details, track financial goals, generate ROI estimates, and build client personas. This helps advisors tailor their recommendations efficiently.
- CRM Integrations: Seamless connections with Wealthbox and Redtail CRM automatically sync notes, action items, and client data. This eliminates manual entry and keeps records current.
- Enterprise-Grade Security: SOC 2 compliance, private storage options, advanced admin controls, and a strict policy against using client data to train AI models ensure client confidentiality. Advisors can also save notes and transcripts without storing audio.
Louis van der Merwe, Co-founder & Director at financial advisory Wealthup, shared, “Fireflies' finance-specific templates, integrations, and AI apps have truly transformed our workflow. We can quickly generate detailed financial summaries and action items, stay compliant, and provide the best service to our clients.”
Cost-Effective Solution for Advisory Practices
Unlike other specialized AI meeting assistants that charge between $75 to $100 per user monthly, Fireflies for Finance is included in existing Fireflies plans starting at just $10 per user per month. There are no hidden fees or upgrade costs, making advanced meeting intelligence accessible to advisory teams of any size.
Brant Hill, Operations Lead at Forsyth Advisors, noted, “Since switching to Fireflies, we've virtually eliminated manual note-taking and recap emails. Every call across our 30+ team members is captured and summarized instantly, saving hours weekly while boosting client trust and accountability.”
Simplifying Compliance Documentation
Fireflies.ai helps financial advisors automatically capture and organize meeting notes to support compliance with frameworks like Regulation Best Interest (Reg BI). This consistent and accurate documentation reduces administrative effort and reinforces advisors’ commitment to acting in clients' best interests.
Availability
Fireflies for Finance is now available to all Fireflies customers on paid plans. Users can immediately access finance summary templates, financial AI apps, and integrations with Wealthbox and Redtail. Support for sending AI app outputs directly to these CRMs will roll out later this quarter.
About Fireflies.ai
Fireflies.ai helps millions of users extract valuable insights from conversations every day. Serving over 20 million people and 500,000 organizations, the platform has processed more than 2 billion meeting minutes with users at 75% of Fortune 500 companies. Fireflies offers enterprise-grade security with private storage and never uses customer meeting data to train its AI. Supported by Khosla Ventures and Canaan Partners, Fireflies.ai operates globally with a team spread across 20+ countries.
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