The AI Meeting Assistant for
Your Financial Advisory Practice
Your AI-Powered Notetaker for In-Person and Video Calls Ensures You Never Miss a Client Detail from Your Meetings Again
Your Assistant in Action:
Meeting Prep
Enhance client meeting prep by leveraging an AI-powered history of past client interactions
Client Analytics
Track your client's questions. Get participation data. Review sentiment analysis.
Follow-Up Emails
Instantly generate wealth management-tailored follow up emails configured to your team's style.
Integrate Your Existing Tools
Automatically update your CRM, and sync with your existing technology providers.
Meeting Prep
Enhance client meeting prep by leveraging an AI-powered history of past client interactions
Client Analytics
Track your client's questions. Get participation data. Review sentiment analysis.
Follow-Up Emails
Instantly generate wealth management-tailored follow up emails configured to your team's style.
Integrate Your Existing Tools
Automatically update your CRM, and sync with your existing technology providers.
Achieve More with
Your AI-Powered Toolkit
Maximize your team's productivity, gain differentiated perspectives, and unlock new opportunities with our industry-specific solutions.
Save Yourself 7 Weeks per Year
Dramatically decrease operational burden associated with client meeting preparation and follow up actions.
Perfect Your Meetings
Focus 100% of your efforts on being present with your clients, rather than worrying about note-taking.
Differentiate Your Practice With Unique Data
Leverage unique meeting insights to unlock new ways to understand your client's needs.
F.A.Q.
Why are You Right for Winford?
Winford was built with an advisor-first mindset, understanding the unique challenges financial advisors face. While generic providers focus mainly on transcripts, our mission is to focus on features most important to advisors while also prioritizing your client's experience.
How Quickly is Winford Implemented?
Onboarding can be done through a self-service link after reaching out to our team in under 10 minutes, and syncs automatically to leading industry providers. We are happy to provide complimentary hands-on onboarding to support specific needs.
How does pricing work?
Check out more detail on our pricing in this article.
How does Winford Protect Your Data?
We do not train models on your data. Data from each client is stored separately and is only accessible by a particular advisor. Recordings are deleted instantaneously after calls are processed, and client detail can be configured to be deleted from the system automatically. Read more here!
Backed by Global Leaders
Built by Industry Experts
Built by a team of investment professionals, leading AI engineers, and cybersecurity specialists, ensuring the highest standards.
Our Bespoke Approach
We know your firm has unique processes, materials, and goals. We excel in creating customized solutions for you that integrate with existing experiences, improving outcomes without impacting your established procedures. We also can provide you with out-of-the-box tools for immediate use. Learn more about how we can tailor solutions to a wide variety of needs in this article!
Built With Security At Our Core
We know the security of your data is of the utmost importance. We've built our platform to meet the highest security standards. All data on our platform is encrypted in transit and at rest, in line with industry standard protocols. Our engineering team is on call 24/7/365 in the event of any security-related concerns. Check out more detail on how we protect you in this article.
Get Started with a 30 Day Free Trial
Be the first in line to get access to our newest suite of features. Please fill out the form, and we'll be in touch shortly with information on how to book a demo and gain access to our platform.