MeetingOS Is Now Approved for Cambridge Investment Research Advisors

We have great news for Cambridge Investment Research advisors.

Cambridge has approved MeetingOS for all of their affiliated financial advisors. We couldn't be more excited to bring MeetingOS to one of the most respected independent broker/dealers in the industry.

For Cambridge advisors, this means one thing: you're cleared to use MeetingOS today!

Beyond the AI notetaker

Nearly every advisor we talk to already has a notetaker. It joins the call, records what was said, and produces a transcript. Mildly useful.

But a transcript doesn't help you prepare for the next meeting. It doesn't surface insights during the conversation. And it puts a bot in the participant list of every client call. That's incongruent with the white-glove experience advisors work hard to deliver.

MeetingOS is built to help with every stage of your meetings. Drop in a client's performance report, financial plan, or portfolio analysis, and MeetingOS builds your meeting game plan. The key insights, talking points, and questions your client is likely to ask before they ask them are at your fingertips. During the meeting, it runs silently on your Mac or PC. No bot joins the call. No audio is recorded. After the meeting, notes and follow-through are handled before you've closed your laptop.

Your notetaker tells you what happened. MeetingOS makes sure you already knew.

Intelligence that grows across your entire firm

Here's what makes MeetingOS different from any other tool in your stack: it doesn't just serve the individual advisor. It builds organizational intelligence across your entire practice.

Every meeting makes the next one sharper. MeetingOS builds a growing record of decisions, commitments, and context across your whole client base, so when another advisor steps in to cover a meeting, they walk in with the same depth of context as a 20-year relationship. When a client calls with a question, anyone on the team can answer it. When a prospect becomes a client, everything your team has learned carries forward seamlessly.

MeetingOS doesn’t stop there. It turns a conversation into the first draft. A prospect call becomes the draft proposal. A strategy session becomes the draft of the plan. You never start from scratch.

Your clients and prospects don't experience one advisor. They experience your whole firm — at its best, every time.

Try it free

MeetingOS is free for 20 meetings a month. For unlimited meetings, it covers your first three users for $99/month — less than what most notetakers charge for a single seat, and far more capable.

See why Cambridge approved MeetingOS. Get ready for takeoff. 🚀