Fireflies Introduces Tailored AI Meeting Assistant to Help Financial Advisors Focus on Clients, Not Paperwork

Fireflies.ai, the AI agent for meetings used by people at 75% of Fortune 500 companies, today announced the launch of Fireflies for Finance, a specialized solution designed specifically for financial and wealth advisors. This new offering transforms how advisors document and leverage client conversations by providing purpose-built templates, finance-specific AI apps, and direct integrations with the industry's leading CRM systems at a significantly lower price point than competitors.

"Financial advisors rely heavily on client conversations to build trust and deliver personalized guidance, yet they spend hours after meetings documenting discussions and determining next steps," said Krish Ramineni, CEO and Co-founder of Fireflies.ai. "With Fireflies for Finance, we're eliminating this administrative burden by automatically generating compliance-ready documentation and actionable insights from every client meeting, allowing advisors to focus on what matters most—serving their clients."

Purpose-built for financial advisory workflows

Fireflies for Finance addresses the unique challenges faced by financial professionals through several key capabilities:

• Finance-specific summary templates: Five specialized templates for retirement planning, investment reviews, estate planning, and other common advisory meetings ensure documentation is aligned with industry standards and processes.
  
  
• Financial AI apps: Purpose-built apps can extract critical client information, track financial goals, generate ROI estimates, and create client personas that help advisors personalize their guidance.
  
  
• Direct CRM integrations: Native connections with Wealthbox and Redtail Customer Relationship Management (CRM) systems automatically sync meeting notes, action items, and client information, eliminating manual data entry and ensuring records are always up-to-date.
  
  
• Enterprise-grade security: SOC 2 compliance and industry-leading security measures—including private storage options, advanced admin controls, and a commitment to never using client data to train AI models—ensure sensitive financial conversations remain confidential. Customers can even save meeting notes and transcripts without the audio.

“Fireflies' finance-specific templates, integrations, and AI apps have truly transformed our workflow at Wealthup,” said Louis van der Merwe, Co-founder & Director at financial advisory Wealthup. “Now, we can quickly generate detailed financial summaries and action items, stay compliant, and ensure that we provide the best possible service to our clients.”

Accessible pricing transforms ROI for advisory practices

Unlike specialized competitors that charge $75-100 per user per month, Fireflies for Finance is included in existing Fireflies plans starting at just $10 per user per month—with no hidden fees or upgrade costs. This pricing structure makes enterprise-grade meeting intelligence accessible to advisory practices of all sizes.

“Since switching to Fireflies, we've virtually eliminated manual note-taking and recap emails,” said Brant Hill, Operations Lead at Forsyth Advisors. “Every call across our 30+ team members is captured and summarized instantly, which not only saves us hours each week but also ensures nothing slips through the cracks and boosts client trust and accountability.”

Effortless compliance documentation

Fireflies.ai helps financial advisors auto-capture and structure meeting notes, making it easier to stay aligned with frameworks like Reg BI—transforming compliance from an administrative burden into a seamless part of client relationship management. With consistent, accurate documentation of client interactions, advisors can demonstrate their commitment to acting in clients' best interests.

Availability

Fireflies for Finance is now available to all Fireflies customers on paid plans. Starting today, you can access finance summary templates, financial AI apps, and integrations with Wealthbox and Redtail. Support for sending AI app outputs directly to Wealthbox and Redtail will be available later this quarter. Learn more here.

About Fireflies.ai

Fireflies.ai helps millions of people unlock the knowledge buried inside conversations every day. Serving 20+ million people and 500,000+ organizations, Fireflies has processed over 2 billion meeting minutes (nearly 4,000 years' worth) with users at 75% of Fortune 500 companies. The platform provides enterprise-grade security with private storage options and never uses customer meeting data to train its AI models. Backed by Khosla Ventures and Canaan Partners, Fireflies.ai is a remote-first, global organization employing 100 people across 20+ countries. For more information, visit fireflies.ai.

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