Verinote AI
Secure AI meeting assistant for wealth advisors and healthcare teams.
AI meeting assistant for wealth advisors that creates compliant notes and one‑click CRM updates save hours weekly with SOC 2, SSO/MFA, and encryption by design.
Stop losing hours to documentation and follow‑ups with an AI meeting assistant for wealth advisors and healthcare teams.
- Advisors: Generate compliant notes and one‑click CRM updates in minutes after every client meeting.
- Clinicians: HIPAA‑ready summaries with structured action items and seamless EHR routing.
- Teams: Save ~1 hour per clinician per day and standardize advisory notes for audits and reviews.
Turn every meeting into action
Auto‑generate task lists, assign owners, and track client and advisor actions in one place.
Works with recurring reviews and complex follow‑ups.
Sync to your CRM in one click
Push notes, tasks, and outcomes to Salesforce, Redtail, or Wealthbox with clean, standardized fields.
Keeps your pipeline and compliance records up to date.
For Financial Advisors
AI meeting assistant that standardizes notes and one‑click CRM sync.
- Compliance‑friendly summaries and follow‑ups after every client meeting.
- Push updates to Salesforce, Redtail, or Wealthbox.
- Consistent, audit‑ready documentation across your team.
For Healthcare
Ambient AI medical scribe with specialty‑tuned summaries and EHR‑ready output.
- HIPAA‑ready documentation with structured action items.
- One‑click routing to Epic, Cerner, and Athena.
- Save ~1 hour per clinician per day.
Trusted by leading teams
Healthcare networks, independent RIAs, and multi-specialty clinics rely on VeriNote AI for secure, compliant meeting notes and one-click CRM/EHR sync.
Used by leading teams
Powerful features built for your AI meeting assistant workflow
Powerful features built for your AI meeting assistant workflow
Real‑time meeting transcription
Capture every detail from Zoom, Teams, or Google Meet effortlessly. VeriNote AI uses ambient capture and advanced speaker identification to create accurate transcripts without you typing a word.
Learn how ambient capture works
AI‑generated clinical and advisory notes
Turn chaotic conversations into structured records. Automatically generate clinical SOAP notes or compliance-ready advisor summaries using our pre-built specialty templates.
Explore note templates
Seamless integration with your existing tools
Stop copy-pasting. Sync summaries and tasks directly to Salesforce, Redtail, Wealthbox, Epic, Cerner, or Athena in one click. Keep your systems accurate instantly.
See all integrations
Bank‑level encryption and compliance
Protect sensitive client data with AES‑256 encryption and SOC 2 Type II controls. Our platform is built to support HIPAA, PHIPA, and PIPEDA workflows from day one.
View security details
Specialty‑specific and custom meeting notes
Standardize your team's output. Use our library of specialty templates or create your own custom workflow to capture specific data points every time.
Create custom templates
Get from meeting to insights in 15 minutes
Join Your Meeting
Invite VeriNote AI to your Zoom, Teams, Google Meet, or in-person meeting using a simple link. Permission-based access keeps everything secure.
⏱ Minute 1-2Review & Customize
VeriNote AI generates your meeting summary. Edit notes, add action items, and customize templates for SOAP or financial records.
⏱ Minute 5-10Sync to CRM/EHR
Push finalized notes directly to Salesforce, Epic, or Wealthbox. No manual entry. No delays. Sync happens instantly.
⚡ Second 1Works with your EHR and CRM
Connect VeriNote AI to the systems your team already uses—no copy‑paste, no custom builds. Sync summaries, tasks, and outcomes to your EHR or CRM in one click so records stay accurate and actions never get lost.
EHR integrations
Push SOAP notes and structured data to Epic with mapped fields and audit‑ready history.
Export clinician notes and action items with secure, permission‑based access.
Send approved summaries directly to the patient record and task lists.
CRM integrations
Create activities, tasks, and notes on the right account and opportunity automatically.
Log client reviews with standardized, compliance‑friendly summaries.
Sync action items to pipelines and client timelines in one click.
Attach meeting outcomes to households and workflows.
Frequently asked questions
Is VeriNote AI HIPAA/PHIPA/PIPEDA compliant?
VeriNote AI is designed for regulated environments with AES‑256 encryption in transit and at rest, SOC 2 Type II controls, and workflows aligned to HIPAA (U.S.) and PHIPA/PIPEDA (Canada). See details and subprocessors on the security page.
How accurate are transcripts and summaries?
Live transcription uses high‑accuracy speech recognition with speaker labels and timestamps, then applies domain‑tuned models to produce clinical SOAP notes or compliance‑friendly advisor summaries. A quick human review/approve step ensures final accuracy before syncing.
Which CRMs and EHRs are supported?
Native one‑click sync supports major EHRs (Epic, Cerner, Athena) and CRMs (Salesforce, Redtail, Wealthbox), with additional connectors via API. Explore the full list on our integrations page.
How is data encrypted and where is it stored?
All data is encrypted with AES‑256 at rest and TLS 1.2+ in transit, with keys managed under strict access policies and audit logs. Choose regional hosting as needed; retention policies and deletion SLAs are enforced. Learn more at /security.
How long does onboarding take?
Most teams are live in under 20 minutes: invite users, connect meeting platforms, pick templates, and test a sample sync. Larger rollouts include SSO/MFA setup and training sessions without disrupting operations.
Can I customize templates and outputs?
Yes—select from 20+ specialty templates or build your own with custom sections, phrasing, and fields. Apply templates per team or meeting type and update anytime to standardize documentation.
Do you offer SSO/MFA and role‑based access?
Enterprise identity features include SSO (SAML/OAuth), MFA, granular roles/permissions, and detailed audit logs to meet security and compliance requirements. View security details.
What happens to my data if I cancel?
You can export notes and transcripts before cancellation; retained data is purged per the data retention policy and deletion timelines. Contact support if you need extended access for audits. See retention policies.
Ready to reclaim your day?
See how VeriNote AI turns meetings into compliant notes and action items—and syncs everything to your EHR or CRM in one click.