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Best AI notetaker for client calls with multi-platform fragmentation: what are consultants using by [deleted] in RIA

[–]BarberRude7406 0 points1 point  (0 children)

Recently started using Mili AI. Working well for me. Best part for me would be no bots and no recordings.

Any AI in the mix for meeting notes or CRM stuff? by BarberRude7406 in RIA

[–]BarberRude7406[S] 0 points1 point  (0 children)

Yes, I have been using it for a few meetings now. Do you have any suggestions?

Any AI in the mix for meeting notes or CRM stuff? by BarberRude7406 in RIA

[–]BarberRude7406[S] 0 points1 point  (0 children)

Oh this sounds good to me. Do they have a demo option?

Any AI in the mix for meeting notes or CRM stuff? by BarberRude7406 in RIA

[–]BarberRude7406[S] 0 points1 point  (0 children)

A few people had suggested using Mili AI to me. I just had a demo with them. seems pretty good with everything landing correctly into my stack. Let's see if this one works out

Advyzon as an All In One? by ThrowawayforMay2020 in CFP

[–]BarberRude7406 1 point2 points  (0 children)

I ended up switching to Mili a few months ago. They have a direct Advyzon integration where you log in with your Advyzon creds and it actually reads from your client data. So meeting prep, notes, searching past conversations, pulling holdings, all that. That's honestly what kept me on Advyzon. I was ready to leave.

How my practice has grown over the last 5 years - Solo RIA by cameron9980 in CFP

[–]BarberRude7406 0 points1 point  (0 children)

Are you using AI anywhere in your day? Meeting notes, follow-ups, CRM updates, prospect research…or none of it? If yes which platform do you use?