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Client Meeting Notes Generator
Enter your rough meeting notes and get professional documentation with organized discussion points, action items, and a ready-to-send follow-up email.
✓ Compliance-ready format✓ Action items with owners✓ Follow-up email included
Results in ~10 seconds · Saves ~45 minutes
AI PromptsSave 3-5 hours a week
Save hours every week with the Financial Advisor AI Prompts
31 agentic skills — the compliance, client-communication, and book-growth layer that stacks on top of Anthropic's free Claude for Financial Services plugin. Reg BI rationale memos, Form ADV-consistent disclosures, SEC Marketing Rule reviews, client emails in your voice. Ambient compliance-boundary + client-NPI guards built in.
Get the pack for $19One-time payment · Updates free for life
/review-letter plugin — one command, drafts your quarterly review letter. $0.