You built a white-glove practice. Why have a bot on every client call?
Your clients are discussing their family's financial future, their biggest fears about money, the decisions that keep them up at night. That conversation deserves better than a recording bot joining in.
MeetingOS runs silently on your Mac or PC. No bot joins the call. No audio is recorded. Your client sees a simple disclosure in the calendar event, and that's it.
And when you meet clients face-to-face? Your old notetaker can't get in the room. MeetingOS works everywhere you do.
Kill the bot. Keep the intelligence.
Zoom
Teams
WebEx
Slack
Google Meet
See why Cambridge approved MeetingOS.
Take a few minutes to see how MeetingOS helps you deliver the kind of white-glove client experience that earns referrals and keeps clients for life.
Advisors are ditching their bots.
"Now I'm genuinely present in every meeting, knowing that MeetingOS is capturing comprehensive notes and ensuring no action item slips through the cracks. The powerful AI pre-planning tools mean I walk into every client conversation confident and prepared."
Your expertise, amplified. For every client.
You're managing 70 clients, five meetings today, and callbacks in between. Every one of those clients hired you because of your expertise. Every one of them deserves to experience it fully.
MeetingOS becomes your brilliant meeting strategist before the meeting, your superhuman memory during it, and your hyper-intelligent Chief of Staff after it. Not by changing how you advise, but by making sure every client sees the full depth of what you bring to the table.
Drop your client’s performance report, financial plan, portfolio analysis, estate plan, or tax analysis right into MeetingOS.
Like magic, it builds your meeting game plan — the key insights, talking points, and the questions your client is likely to ask before they ask them.
You walk in and your client sees exactly what they hired you for: an advisor who knows them better than anyone.
That's not MeetingOS shining. That's you.
You remember everything. Because MeetingOS does.
During the meeting, MeetingOS works quietly in the background, leveraging every past meeting, decision and note to make this one even better. When the conversation turns to something discussed six months ago, the context is right there on your screen.
Your clients experience an advisor who remembers every detail, anticipates every question, and never misses a beat.
Lean into the conversation.
The follow-through handles itself.
Comprehensive notes written in your style. Action items captured with a click, assigned and tracked without you lifting a finger. Follow-up that lands right when you want.
Your clients notice when the follow-through is flawless. They notice even more when it's personal.
Bulletproof security.
Cambridge approved.
MeetingOS processes meeting conversations in real-time. We never store or record the audio of your meetings. Your clients are discussing their financial lives, their family's future, their biggest fears about money. That conversation deserves protection.
100% of AI processing happens inside our secure private cloud, with physical barriers to your data being used to train models. Cambridge's compliance team reviewed it all — and gave MeetingOS the green light.
