Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Standalone AI notetakers do one thing well: they tell you what was said. But the transcript lives outside the CRM, outside your compliance team’s view, and outside the context of everything else you know about the client. Our Notetaker is built into the system of record, so everything captured flows automatically into the client relationship where it belongs.
Our AI Notetaker joins Zoom and Microsoft Teams calls automatically, capturing full audio, video, and transcripts, all stored securely in your CRM. Advisors stay fully present with clients while the Notetaker handles everything else.
How it works: Simply connect Microsoft Outlook to detect scheduled meetings. Then, the Notetaker joins automatically and stores the transcript according to your firm’s compliance policies.
Our AI Notetaker also records in-person meetings via our Mobile App, ensuring every meeting is captured.
How it works: Download our mobile app and simply record the meeting via your mobile phone.
The moment your meeting ends, our AI delivers a professionally formatted summary: key discussion points, decisions, and next steps organized and ready to share. Summaries are automatically stored as Smart Notes linked to the client record.
How it works: Summaries are searchable, editable, and feed directly into Briefings, Chat, and Follow-up Assistant. Administrators configure storage preferences via Notetaker settings.
Follow-up Assistant scans the AI-generated summary, identifies every commitment and action item, and automatically creates follow-up tasks with context, suggested deadlines, and recommended assignees. No manual entry required.
How it works: Tasks flow directly into existing Practifi workflows and assignment queues. Follow-up Assistant also identifies when broader processes should be initiated.
After every meeting, the Notetaker surfaces a sentiment indicator (Positive, Neutral, or Negative) with a brief explanation. Two fields on every client record surface the most recent sentiment and date at a glance.
How it works: Sentiment is calibrated specifically for wealth management conversations, evaluating the dynamics of the client-advisor relationship rather than just the subject matter discussed.
Every completed meeting is automatically categorized by topic (Annual Review, Portfolio Review, Estate Planning, Financial Planning, and more) with no manual tagging required. Filter by topic, report across the book, and demonstrate consistent service delivery without relying on advisors to label anything.
Every client conversation is automatically documented with accurate transcripts, structured summaries, and timestamped records, all stored securely in your CRM and ready for supervision, review, or audit at any time. Firms control transcript storage and retention based on their compliance policies.
Because our Notetaker lives inside the system of record, everything it captures feeds the broader intelligence layer. Meeting summaries contribute to Briefings. Follow-up tasks flow into CRM workflows. Nothing sits in a sidecar tool outside compliance's view.
Meeting summaries stored as Smart Notes contribute to Dispatches and are accessible through Chat.
Follow-up tasks flow into existing process workflows. No manual handoff between tools.
Full meeting history, summaries, and sentiment all searchable through the Universal Timeline.
The most recent meeting sentiment is visible on the client record for the next advisor interaction.
Request a demo and see how you can connect every conversation to the client relationship.
