Imagine being in a client meeting, no note-taking, no toggling between systems, just a real, present conversation.
With FinMate AI, your entire client conversation is captured and organized automatically, including retirement goals, financials, and Know Your Client (KYC) details.
Then, PreciseFP steps in, extracting that structured data and sending it directly into your CRM, financial planning software, or specialized systems. . . no double entry, no missed information, no backtracking.
The result?
✅ Faster, more detailed financial planning
✅ Cleaner data
✅ A better experience for you and your clients
Watch the replay for a live demonstration and see how you can go from conversation to plan, effortlessly.
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Daniel Yoo
Founder/CEO, FinMate AI
