Financial AdvisoryDefining Wealth LLC
Client meeting recaps — written and delivered before they leave the call
Challenge: Advisors were spending 30–60 minutes after every client meeting writing up notes and follow-up summaries — time that should be spent on clients, not paperwork.
What we built: Synopsist: an AI-powered platform that connects to Google Meet and automatically generates a branded executive summary the moment a meeting ends, emailed directly to the client.
< 2 minmeeting end to client inbox