Free AI Tool

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

30 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 vault for $19One-time payment · Updates free for life