Meeting Notes Pro Is Open to Try
It started with one advisor's question and grew because it worked. The door is open wider now.
Watch the full demo in our User Guides
Meeting Notes Pro turns meeting recordings into summaries, action items, and follow-up emails for Canadian financial advisors, each matching the advisor's own voice and writing style. Client-identifying information is removed on your device before any data is transmitted. This started with one advisor's question and has been growing for nearly a year because it works.
Privacy-first: Client-identifying information is removed on your device before any data is transmitted. No client data is stored on external servers.
Compliance-validated: CIRO compliance auditors reviewed and validated the process.
Free to try: No credit card. No commitment. No time limit.
Canadian infrastructure: Built on AWS Canadian infrastructure.
This is how advisors have been getting started. One at a time.
What happens next
- Access details and setup instructions arrive in your email
- You receive a walkthrough for processing your first meeting recording
- Sandy follows up with you personally to make sure everything works
No commitment. No credit card. No time limit.
Not ready yet?
No rush. If you'd like to learn more before deciding, these might help: