Nothing says 'I value our relationship' like a bot implying you're too busy.
You built a high-touch practice — a robot barging in contradicts everything you stand for. MeetingOS runs silently on your Mac or PC. No bot. No recording. Your client sees the calendar note, and that's it.
Brilliant notes, action items, and follow-up for you. The white-glove experience they hired you for. And in-person meetings? Your old notetaker can't get in the room. MeetingOS can.
Kill the bot. Keep the intelligence.
Zoom
Teams
WebEx
Slack
Google Meet
See MeetingOS in action.
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."
Meet MeetingOS.
Your expertise, amplified.
You're managing 70 clients, five meetings today, and callbacks in between. MeetingOS ensures every client feels like your only client.
It 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.
Once you try it, you won’t want to run a meeting without it.
Drop your client’s performance report, financial plan, portfolio analysis, estate plan, or tax analysis right into the MeetingOS window. Like magic, it builds your meeting game plan filled with key insights, talking points, the questions your client is likely to ask, and the changes you'll want to discuss.
It reads the reports and surfaces the insights, so you can focus on the relationship.
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. That's not MeetingOS shining. That's you.
Lean into the conversation.
The follow-through handles itself.
Comprehensive notes written in your style. MeetingOS learns how you like them. Action items captured with a click, assigned and tracked without you lifting a finger. Follow-up that lands the next morning.
Your clients notice when the follow-through is flawless. They notice even more when it's personal.
Bulletproof security that protects your clients.
MeetingOS processes meeting conversations in real-time. We never store or record the audio of your meetings. We couldn't play them back for you if you asked us to, and that's how we like it.
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.
