SalesMemo for Financial Advisors
Record a 30-second voice note after a client meeting — get a clean summary, next steps, and a ready-to-send follow-up message in under a minute.
Built for advisors who want consistent follow-ups without typing.
Why advisors need this
Every meeting creates extra work. SalesMemo does it for you.
Without SalesMemo
Details fade right after the meeting
Goals, risk tolerance, constraints — after a few hours, you can't remember everything clearly.
Follow-ups take too long
Writing an email, preparing next steps — it takes 15-20 minutes. For every single client.
Action items get scattered
Documents to request, deadlines, next meeting — everything ends up in different places.
With SalesMemo
Meeting summary you can trust
Clear, structured notes for the client and for your records. Everything in one place.
Follow-up draft ready to send
Email, SMS, or WhatsApp message — ready in 10 seconds. Just review and send.
Next steps checklist
A clear task list with reminders. Documents, deadlines, next meeting — nothing gets lost.
How it works
Three simple steps to more efficient meetings.
Record a note
After your meeting or call, record a 30-60 second voice note.
AI cleans it up
Transcript, summary, and follow-up draft in seconds.
Export and go
Copy to CRM, email, or share with your team. Done in 10 seconds.
Financial advisor use cases
See how SalesMemo helps in typical advisor scenarios.
"New client, 38 years old, goal is 6-month emergency fund plus college savings for kids. Minimal investment experience, expecting second child."
Client profile + goals + recommended next step (budget analysis) + follow-up email.
"Net income 5,200, expenses around 4,100, mortgage 1,200, insurance 150. Emergency fund at 12,000. Wants to start investing 400 monthly."
Financial overview + recommendation (build reserve first, then invest) + tasks.
"Moderate risk profile, 10+ year horizon, no crypto, prefers index funds. Experience: had a bank savings account."
Investment profile + parameters + portfolio proposal for next meeting.
"Policy review. Life insurance from 2019, coverage 100k, no disability rider. Family has grown, needs update."
Current state + coverage gaps + proposed adjustments + follow-up with quote.
"Wants to refinance, balance 185k, rate 5.8%, fixed period ends in 4 months. Looking for lower payment or shorter term."
Loan parameters + scenarios (lower payment vs shorter term) + next steps.
"Review with Johnson. Portfolio up 9% this year, no rebalancing needed. Increase monthly contribution by 100 from January."
Review summary + changes + updated plan + confirmation email to client.
Example outputs
Here's what a real SalesMemo output looks like after a client meeting.
Meeting with James Wilson (38 years old) What we discussed: - Current financial situation: net income $5,200/month, expenses approx. $4,100 - Existing emergency fund: $12,000 in savings account - Goal #1: Build 6-month emergency fund (target approx. $25,000) - Goal #2: Start college savings for children (long-term horizon 15+ years) - Investment experience: minimal (only bank savings) What we agreed: - First priority: complete the emergency fund (need approx. $13,000 more) - After reaching reserve target, start investing $400/month - Next meeting: review risk questionnaire and propose portfolio Notes: - Expecting second child (due date April) - Spouse has separate finances; potential joint meeting later
Time saved & consistency
Faster follow-ups = higher chance the client stays engaged.
With 8 meetings per week, you'll save 11 hours monthly and send 43 more follow-ups.
Security & compliance
Built for working with sensitive financial information.
Encryption & access control
Data encrypted in transit (TLS) and at rest (AES-256). Only you access your recordings.
GDPR-ready privacy design
Built with GDPR compliance in mind. You have full control over your data.
You review before sending
Every output is a draft you can edit. Nothing is sent without your approval.
Integrations & workflow
SalesMemo fits into your existing workflow.
Email (Gmail/Outlook)
Copy your follow-up and send directly from your email client.
Calendar (iCal)
Schedule the next meeting quickly.
CRM
Copy/paste or export your summary to your CRM.
PDF export
Export summaries as PDF for internal documentation.
Frequently asked questions
Answers to questions advisors ask most often.
Send a clear follow-up while the meeting is still fresh.
Join advisors who are already saving hours every week.
No commitment. Cancel anytime.