AI Meetings for Wealth Management. Video reviews with the whole household, notes filed.
AI Meetings runs the video reviews and onboarding meetings your firm books: the couple and their adult children, the client's CPA joining for the tax part, the trustee and the estate attorney. Up to eight people join, documents such as the planning summary are shared, and the transcript and summary go on the household record, or nothing is recorded when your policy requires it.
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You talk. Lisa sets it up.
You“Video reviews include a transcript and summary; estate conversations run without recording.”
Lisa“Done: video reviews now keep a transcript and summary on the household record, and meetings tagged estate run in no-recording mode.”
Any setting, in any module · applied only on your yes
How Wealth Management use it
A retired couple, their son in another state and their CPA join one annual review by video, and the summary is filed afterward.
An onboarding meeting walks a new client through the transfer forms on screen, and the transcript shows which forms were explained.
A sensitive estate conversation with an executor runs in regulated mode, without recording, as your supervision policy requires.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Meetings booked by Front Office, up to 8 people
- Files shared; transcript and summary on the record
- Regulated mode: no recording, when your sector requires it
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
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Questions & answers
AI Meetings for Wealth Management: questions & answers
Can advisors hold client reviews by video through the Front Office?
Yes. Reviews booked by the Front Office open as video meetings for up to eight people, so spouses, adult children and the CPA can join. The transcript and summary are written to the household record.
Can a client meeting run without being recorded?
Yes. Regulated mode holds the meeting without recording when your firm's policy calls for it. You decide which meeting types use it.
Can documents be shared during the review?
Yes. The advisor can share files such as the planning summary or onboarding forms on screen, and the client can ask questions as they go. The summary afterward lists what was covered.
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Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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