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.


SOC 2 Type 2 Certified

Integrates with your CRMs

AES-256 encryption
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VeriNote AI generates a meeting summary with action items and assigns follow‑ups to participants.
SOC 2 Type II compliance badge indicating audited security controls.
AES‑256 encryption badge showing strong data protection in transit and at rest.
PHIPA compliance badge for Ontario health information privacy.​

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.
See how it works

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.

AI meeting assistant generating a task and cases list with client/advisor action items

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.

One‑click CRM sync of meeting notes and tasks to Salesforce, Redtail, and Wealthbox

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.
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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.
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Get Started

Experience how verinote ai simplifies your note-taking and boosts productivity today.
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Trusted voices

Verinote AI transformed my workflow—note-taking is now effortless and accurate.
The AI assistant saves me hours each week, letting me focus on my clients.
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