Best AI Assistants for Financial Services - Page 3

Laxis

Laxis is an all-in-one AI note taker and voice keyboard built for professionals — one AI for every conversation, spoken or written. Capture and summarize your meetings without a bot on the call, and turn your voice into clean, formatted text in any app. Work smarter, in any language. Trusted by 100,000+ users. AI NOTE TAKER Record, transcribe, and summarize any conversation — no intrusive "bot" ever joins the call. - No-Bot Recording & Transcription: Capture any meeting directly from your computer, in person or online. Works with Zoom, Google Meet, Microsoft Teams, Webex, Slack Huddles, and more, with high-accuracy, multi-speaker transcription. - Personalized AI Summaries & Action Items: Laxis combines your own real-time notes with the transcript to generate summaries that reflect your context and priorities — and automatically extracts action items so nothing slips. - Real-Time Translation: Transcribe and translate conversations live, so you can follow and capture cross-language meetings as they happen. - Real-Time AI Copilot (LaxisChat): Chat with Laxis before, during, and after meetings for instant, sourced answers from your conversations. - 50+ Professional Templates: Turn hours of conversation into structured reports — Sales Discovery, Project Updates, User Interviews, Candidate Screenings, and more. VOICE KEYBOARD (AI DICTATION) Speak instead of type — anywhere you write. - Voice-to-Text, 3x Faster Than Typing: Dictate emails, notes, and messages in any app, and Laxis turns your voice into clean, perfectly formatted text. - Smart Formatting: Automatically removes filler words ("um," "uh") and adds punctuation, so your text is ready to send. - Any Language: Dictate and translate across languages in real time. AI SALES AGENT For business customers, Laxis also offers an AI sales agent that automates how you communicate with customers and keeps your CRM up to date — automatically. - Automated Customer Outreach: Reach and follow up with prospects and customers across email, LinkedIn, and phone through personalized, sequenced campaigns — including an AI phone dialer that calls, qualifies, and books meetings for you. - Built-In Prospect Research: Find and enrich the right contacts from a database of 376M+ verified B2B profiles, with buying signals pulled automatically from across the web. - Auto-Updated CRM: Every conversation, activity, and outcome syncs in real time to Salesforce, HubSpot, and more — with zero manual data entry. One AI for every conversation — spoken or written.

Average Rating: 4.7/5.0

Total Reviews: 34

Lumino

Lumino connects your bank accounts and investments in one dashboard to track spending, manage net worth, and make smarter decisions.

Mili

Mili is a set of tailored AI agents built specifically for wealth advisors, RIA firms, and broker-dealers. Our agents help advice firms replace hours of manual admin work with simple, automated workflows, so advisors can spend more time building stringer client relationships . Meeting Agent Mili's Meeting Agent captures real-time meeting notes without creating any recordings or adding AI bots to your Zoom, Teams, or Webex calls. Your clients never see or interact with any technology just you. After the meeting, Mili generates professional follow-up emails that match your writing style, creates action plans, and syncs everything to your CRM in a single click. Advisors save 15-45 minutes per meeting. Full Agent Suite Beyond meetings, Mili offers specialized agents across the entire advisory workflow: Scheduling Agent to eliminate back-and-forth email chains, Data Management Agent to update client info across your tech stack in two clicks, Onboarding Agent to auto-populate account applications and transfer paperwork, Prospect Research Agent to deliver background research before every meeting, and upcoming agents for Compliance, Digital Marketing, and Document Analysis. Built for Financial Services Compliance Mili uses real-time streaming audio becomes text instantly and is immediately discarded. No recordings are ever created or stored. All sensitive data like SSNs and account numbers is automatically redacted. Mili is SOC 2 Type II and ISO 27001 certified, with US-based data storage on AWS, end-to-end encryption, and 7-year audit log retention. We never train AI on your client data. Works Across Your Existing Tech Stack Mili integrates with the tools you already use, CRMs like Wealthbox, Salesforce, Practifi, Advyzon, Redtail, and Salentica; calendars like Google Calendar and Microsoft Outlook; financial planning software like eMoney and RightCapital; custodian platforms like Charles Schwab and TradePMR; and meeting platforms like Zoom, Teams, Webex, and Google Meet. Mili is available on desktop, iOS, and Android, with plans starting at $60/month per advisor.

Optimal AdvisorAI

Parrot AI® by Advisor360°

Parrot AI® by Advisor360° is an AI-powered assistant designed to enhance financial advisors' productivity by automating the capture, organization, and analysis of client interactions. It records conversations across various channels, organizes client documents, and transforms meetings into concise summaries with actionable next steps, enabling advisors to focus more on client engagement and less on administrative tasks. Key Features and Functionality: - Automated Meeting Capture and Transcription: Parrot AI seamlessly integrates with platforms like Zoom and Microsoft Teams to record and transcribe meetings, ensuring accurate documentation of client interactions. - Document Intelligence: The assistant ingests and analyzes financial documents, such as statements and tax returns, extracting key data points to provide advisors with clear, actionable insights. - AI-Generated Summaries and Action Items: Parrot AI produces concise meeting summaries and identifies follow-up tasks, streamlining post-meeting workflows. - CRM Integration: It connects with various CRM systems, including Redtail, Wealthbox, Salesforce XLR8, and HubSpot, to access and understand client data, enhancing the relevance of its insights. - Householding Capability: Parrot AI understands the needs and dynamics of entire client families, surfacing insights that help advisors anticipate opportunities and deliver personalized advice. - Enterprise-Grade Security and Compliance: Developed with a focus on security, Parrot AI includes client consent controls, real-time encryption, and compliance with SEC and FINRA regulations, ensuring the protection of sensitive client data. Primary Value and User Benefits: Parrot AI addresses the challenge of managing extensive client interactions and documentation by automating routine tasks, thereby saving advisors significant time each week. This allows for more personalized client engagement and the ability to deliver timely, informed advice. By integrating with existing CRM systems and understanding household-level dynamics, Parrot AI provides a comprehensive view of clients' financial landscapes, enabling advisors to anticipate needs and uncover new opportunities. Its robust security measures ensure that all client information is handled with the utmost confidentiality and compliance, giving both advisors and clients peace of mind.

Posh AI

SureInsight

TIFIN.AI

TovenAI

WealthNX AI

Zeplyn

Zeplyn is the agentic AI assistant financial advisors use to capture meeting notes, surface actionable client insights, and power workflows. Founded by two former Google engineers, Zeplyn is rebuilding the wealth management experience from an AI-native perspective, freeing advisors to invest their time where they'll earn the highest return: building relationships and scaling their firm. With Zeplyn, wealth management firms gain greater insights and opportunities from every client conversation, unlocking a superior way for them to grow their advisory firm and serve their clients. Through the company's flagship product, Zeplyn Meeting Assistant, wealth managers can streamline workflows and reduce manual work associated with client engagements by more than 90%. Advisors who use Zeplyn save 10+ hours a week on meeting prep, note-taking, drafting follow-up emails, creating and assigning tasks, and updating the CRM while also fulfilling compliance requirements. Zeplyn does this by using AI to capture real-time, structured meeting notes and action items during phone, virtual, or in-person client interactions. It then auto-documents key client financial details, investment goals, life events, personal preferences, and more into the CRM and powers additional workflows, such as composing personalized email recaps, equipping client service teams with prioritized next steps, and surfacing client trends and insights to empower firms to optimize practice management.