AI Meeting notes for the modern Advisor
Spend your time working with clients and building relationships. Let Scribbl take care of meeting notes, follow-up emails, and updating your CRM.
Available on the following meeting platforms:
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Features
Meeting notes and follow-up emails on autopilot
Scribbl's AI captures thorough meeting notes on every call written in your style. After the call let Scribbl automatically produce a follow up email that your clients will love.
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Features
Integration with your CRM
Scribbl's AI can automatically populate meeting notes in your style directly to your CRM. No spending your valuable time keeping the CRM up to date.
Features
Organization and transparency your clients will love
Organize all of your meetings by client so you can get up to speed quickly. Give clients a portal to view action items, past meetings, and other shared resources that's built specifically for them.
Organize Meetings By Client
Set rules to automatically bucket meetings by client, so it's always easy to find what you're looking for.
Give Clients a Better Experience
Give your clients their own view into remaining action items, past meetings and other shared resources.
Features
RIAs love us for so many reasons. Here are just a few.
Improved Client Outcomes
Pay attention during calls while getting better meeting notes in your style. Your clients will be happy because less tasks will be dropped and more value delivered.
Get up to speed fast
You're dealing with lots of clients. Scribbl makes it simple to prep for your calls to ensure you're confident going into every meeting.
Project Transparency
Provide your clients with a shared dashboard where they can see ongoing tasks and quickly get up to speed.
Task Management
With so many tasks across so many clients, Scribbl gives you the tools to supercharge your workflow and ensure every task is delivered in a timely manner.
The proof is in the pudding. Users love Scribbl.
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