AI Meeting Assistant for Financial Advisors - YourStake overview

Overview of YourStake's AI Meeting Assistant for Financial Advisors.
Advisor-friendly AI-generated meeting notes, a smart task list, financial planning and compliance data, and client recap emails. CRM integrations with Redtail, Wealthbox, and meeting integrations with Zoom, Cisco, Google Meet, Teams, and more.
Generate notes and clear next steps to assign tasks to you or your team effortlessly.
YourStake has been around since 2019 and is focused on helping Advisors do less of the work they hate and focus more on their clients.
Our AI meeting assistant is just a part of a larger system that can work separately or connected together to deliver effortless workflows in your practice.
To learn more, visit YourStake's website: www.yourstake....