What is FastTrackr AI?
FastTrackr AI is designed to help financial advisors build stronger client relationships and grow their business. It handles meeting prep, transcriptions, follow-up emails, client planning, and task management so you can concentrate on what matters most.
What are the features of FastTrackr AI?
- Automate Workflows: Manages meeting preparations, scheduling, note-taking, and follow-up emails.
- Meeting Recording & Transcription: Records meetings with one click and transcribes key discussion points.
- Client Planning: Leverages in-house data to provide actionable insights and set meeting agendas.
- Task Management: Identifies and syncs action items with your CRM for seamless tracking.
- CRM Integration: Connects easily with your CRM, email, and calendar systems.
What are the use cases of FastTrackr AI?
- Financial Advisors: Streamline client interactions and reduce follow-up workload.
- Wealth Managers & RIAs: Get a clear overview of client history and plan upcoming meetings.
- Broker-Dealers: Keep all tasks organized and consistent with automated action items.
- Client Communications: Deliver clear, organized meeting summaries and follow-ups effortlessly.
How to use FastTrackr AI?
- Connect your CRM, email, and calendar to the system.
- Schedule meetings using the built-in interactive scheduler.
- Record meetings with a single click and let the AI handle transcriptions.
- Review transcribed notes and follow up using actionable insights.
- Automatically sync tasks with your CRM for complete client management.
