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Digital Digest: The Latest Tech News – Advisor CRM Launches AI Meeting Assistant
Editorial Staff
1 July 2025
Advisor CRM, a client relationship management platform for RIAs, has unveiled its AI Meeting Assistant. The meeting assistant is an example of the kind of use cases for AI that are being rolled out across the world's wealth sector. One term that has arisen is "co-pilot."
It offers direct access to advisors' CRM data from within ChatGPT and Claude via Model Context Protocol , making the data ultra-portable.
Advisor CRM's AI Meeting Assistant captures key moments with clients and instantly organizes them into tasks, summaries, and agendas right inside the platform. Advisor CRM said its Meeting Assistant removes the need for advisors to copy notes from one tool to another, re-enter tasks, or worry about syncing errors.
"Financial advisors in growth mode require sophisticated tools that help them regain valuable time,” Ryan Borer, managing partner, Advisor CRM, said.
Advisors can edit summaries, adjust tasks, and send follow-ups from a single place, all with changes automatically tracked and recorded for compliance. Firms seeking more powerful workflow options can upgrade to receive access to automatic meeting joining via Zoom or calendar integrations, meeting briefings sent both before and after meetings via email, and advanced admin tools for centralized meeting management.
"Data is king, and our AI Meeting Assistant significantly enhances the quality of data collection for advisors, far surpassing what legacy providers offer," Leibel Sternbach, partner and chief technology officer, said.
The firm launched in November last year.