AI Meeting Note Taker That Understands Finance Fluently

TicNote is trusted by over 1000+ teams worldwide

Stop Losing Important Deal Context
Between Meetings and Actions

Without TicNote Cloud

Advisors split focus between clients and frantically typing notes

Critical client commitments forgotten after meetings end

Compliance gaps when conversation details aren't documented accurately

With TicNote Cloud

Stay fully present while AI captures every word automatically

Meeting summaries with client requests and action items delivered instantly

Searchable transcripts ready for compliance reviews and audits

Share accurate meeting details with deal teams without confusion

Less documentation, more client time

TicNote Cloud automatically captures and transcribes every client meeting so advisors can focus entirely on the conversation. Spend your time building relationships instead of typing notes or reconstructing conversations after calls end.

Never miss a client commitment again

Client requests, deadlines, and action items are automatically extracted and surfaced after every call. No more forgotten follow-ups or commitments that slip through the cracks because you were too focused on listening.

Keep deal teams aligned with accurate context

Say goodbye to secondhand summaries and "I think they said" updates. Download and share transcripts and meeting summaries so everyone working on the account has the exact client conversation, not filtered interpretations.

Meet compliance requirements without the admin burden

Every client interaction is documented with searchable, timestamped transcripts that meet retention requirements. When auditors or legal teams need meeting records, surface them instantly instead of scrambling through scattered notes.

Works everywhere, no meeting bots required

Capture conversations naturally on any platform Zoom, Teams, Meetor in-person
meetings with no bots joining

How finance teams are using
TicNote Cloud AI meeting notes

TicNote Cloud has completely changed how I prepare for client meetings. I can search through months of conversations in seconds to remember exactly what a client said about their retirement goals or risk tolerance.

Jess Mei

Wealth Management Advisor

We used to spend hours after investor calls trying to remember who said what and what follow-ups we promised. Now TicNote Cloud captures everything automatically. Our deal team stays aligned because everyone can read the exact conversation, not someone's interpretation of it.

Mich Lindley

Growth Equity Associate

When my managers request documentation of client interactions, I can pull up searchable transcripts in minutes instead of hunting through scattered notes across the team. TicNote Cloud has cut our compliance documentation time by at least 60%.

Jennifer Ventre

Compliance Manager

Onboarding new analyst used to take months because they had to build client relationships from scratch. Now they can review complete conversation histories before their first client call. One new hire told me it felt like they'd been working with the client for years.

David Martin

Director of Financial Planning