AI Meeting Assistant for Financial Advisors

Give Every Advisor Hours Back, Every Week

Verlo takes notes, answers questions about your clients, and drafts follow-ups — so you can focus on advising.

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Your Calendar
Today's Meetings
9:00 AM
Portfolio Review
John & Sarah Miller
11:00 AM
Retirement Planning
Robert Chen
2:00 PM
Estate Review
The Williams Family
Outlook Google Calendar Calendar sync
AI Joins
Verlo Notetaker
Recording...
Listening to conversation
Capturing key points
Identifying action items
Zoom Teams Meet + in-person
Output
JM
John & Sarah Miller
Portfolio Review
Ready
Summary
Discussed rebalancing portfolio toward bonds ahead of retirement in 18 months.
Action Items
- Send bond allocation options
- Schedule beneficiary review
Follow-up Draft Ready
AI drafted email for your review
Ready in minutes
Works with
Outlook Outlook
Google Calendar Google Calendar
Zoom Zoom
Teams Teams
Meet Meet
In-person
Verlo

Your job is to advise clients, not type notes. Verlo captures everything, drafts follow-ups, and gives you hours back every week.

The problem

Meetings end. The real work begins.

You just finished a great client conversation. Now you need to write notes, update the CRM, and send a follow-up. That's another 30 minutes — per meeting.

01

Note-taking distraction

You're typing during the call instead of listening. Important details slip through.

02

Memory fade

By your third meeting, you've forgotten what the first client said.

03

Follow-up backlog

Emails you meant to send yesterday. Action items that slip through the cracks.

What you get

Three tools that give you hours back

Meeting Notetaker

Verlo syncs with your calendar and automatically joins your meetings. No buttons to press.

  • - Syncs with Outlook Google Calendar
  • - Works with Zoom Teams Meet + in-person
  • - Captures key points & action items

Chat with Your Meetings

Ask questions about any client or meeting. Get instant answers from your conversation history.

  • - "What did John say about retirement?"
  • - "What action items are pending?"
  • - Search across all your meetings

AI Follow-Up Agents

Verlo drafts follow-up emails based on your meetings. Review, edit, and send with one click.

  • - Drafts personalized follow-ups
  • - Based on meeting content
  • - Never forget a follow-up again

How it works

Set it up once. It works forever.

1

Connect your calendar

Link Outlook or Google Calendar. Takes 30 seconds.

2

Verlo records your meetings

Virtual or in-person. Automatically.

3

Get notes & follow-ups

Review your notes, ask questions, send follow-ups. Done.

Impact

More time for clients. Less time on admin.

Hours

Back per advisor

every single week

100%

Meetings documented

automatically

Same day

Follow-ups sent

not next week

Zero

Details forgotten

everything captured

FAQ

Common questions

Does it work with my calendar?

Yes. Verlo integrates with Microsoft Outlook and Google Calendar.

What about in-person meetings?

Verlo records in-person meetings too — just open the app on your phone or laptop.

Is my client data secure?

Enterprise-grade encryption. SOC2 compliant. Built for FINRA/SEC standards.

Can I edit the notes before saving?

Absolutely. Think of it as a 90% done draft — we capture, you review and refine.

Stop typing. Start advising.

Join firms giving their advisors hours back every week.

Book a 15-minute demo