Prepare
Assemble CRM, portfolio, planning, communication, document, and prior-meeting context into an advisor-ready brief.
Meeting Note Taker + Live Meeting Assistant
AI meeting intelligence for financial advisors, from preparation through action.
Bring household context into the conversation, capture what matters, answer questions while the client is present, and turn reviewed decisions into follow-through.
Live client work
Answer the question while the client is still in the room.
Live transcript, household context, suggested questions, and deterministic planning can share one meeting workspace.
Illustrative interface. Feature availability may vary based on your firm’s configuration, integrations, and Hamachi subscription.
The full meeting lifecycle
More than notes after the meeting.
Hamachi connects preparation, the live conversation, searchable meeting history, and reviewed action.
Meet live
Capture speaker-aware transcripts, ask questions, receive suggestions, and launch supported analyses without changing tools.
Remember
Search prior meetings for decisions, commitments, client language, unresolved questions, and household history.
Act
Review summaries, owners, due dates, communications, tasks, and proposed CRM updates before moving work forward.
Three distinct capabilities
Capture. Assist. Recall.
Meeting Note Taker
Records and structures the meeting, including recap, decisions, action items, owners, and follow-up.
Live Meeting Assistant
Adds real-time transcript intelligence, contextual questions, suggested next steps, and supported in-meeting analyses.
Ask Hamachi about a meeting
Makes the meeting part of persistent household memory so advisors can find what was discussed and what still needs attention.
Frequently asked questions
AI meeting assistant questions
Does Hamachi only create meeting summaries?
No. Hamachi connects preparation, note taking, live assistance, meeting search, communication drafting, tasks, and supported CRM follow-through.
Can Hamachi work with existing calendars and meeting systems?
Hamachi can connect calendar, meeting, recording, transcription, and productivity systems. Availability depends on the firm’s integrations, permissions, and configuration.
Can a meeting update the CRM?
Supported workflows can prepare contact, account, activity, task, and custom-field updates for advisor review before writeback.
Stay present with the client
See the complete meeting workflow.
Explore preparation, live assistance, meeting memory, and reviewed follow-through in one demonstration.