Capture every conversation with unmatched accuracy
WealthAmp captures and structures your client meetings with precise speaker attribution and templates that match how your firm works. Every extracted claim carries a citation back to the moment in the conversation, so you can check any fact against what was actually said.
WealthAmp captures and structures client meetings with precise speaker attribution and templates that match how your firm works. Every extracted claim, from a retirement goal to a referral opening, carries a citation to the moment in the conversation, so any fact can be checked against what was said.
How accurate is AI note-taking for financial advisors?
- ✓ Accurate transcription with speaker attribution, in person, on video, or by phone
- ✓ Goals, life events, and referral openings extracted automatically
- ✓ Every claim cites the moment in the conversation it came from
Note-Taking, answered
Does it work in person, on video, and by phone?
Yes. WealthAmp transcribes in-person meetings, video calls, and phone calls with speaker attribution, and structures the notes to your firm's own templates.
What does it extract beyond the transcript?
Goals, life events, held-away assets, and referral openings, each cited to the moment in the conversation it came from, so the extraction is auditable rather than a black box.
Do we have to replace our existing notetaker?
No. WealthAmp is the growth layer: where a firm already runs a capture tool like Jump or Zocks, it reads that output, and it provides capture where a firm has none.
Explore the rest of WealthAmp
Referral Coaching
See where the asks are across your book, which phrasings win, and what your best advisor does differently.
Meeting Preparation
The one thing to land, the questions to ask, and a minute-by-minute game plan for every meeting.
Practice
Practice the exact upcoming conversation with a simulated version of the real client.
Meeting Debrief
Minutes after the call: summary, outcome, action items, a drafted follow-up, and the exchange that worked.
Client Queries
Ask questions across every client conversation your firm has ever had, and see the patterns.
Client Profile Management
A profile that writes itself from conversations, every fact cited, no data entry.
Send personalized emails, recaps, and intro requests with AI-generated, data-backed drafts.
Form Fill
Automatically fill forms using client data collected and enriched from multiple sources.
Document Intelligence
Extract and sync client and financial details from documents to your CRM and planning tools.
See Note-Taking in action
Walk through the WealthAmp platform with our team and see how it fits the way your firm grows.