Verlo joins your meetings, writes your notes, updates your CRM, and drafts follow-up emails, so you can focus on clients, not admin work.
The problem
After every meeting, you're writing notes, updating your CRM, creating tasks, and drafting follow-up emails. The admin work never stops, and it's eating into the time you should spend with clients.
01
Client mentions a new retirement date on a call. It never makes it into the CRM. Three months later, your team is working off stale data.
02
You promise to send a summary after the call. But between back-to-back meetings and portal logins, it takes days, or never happens.
03
The only way to serve more clients is hiring more staff. But finding good help is nearly impossible, and the admin work scales linearly.
What you get
Verlo joins every call, transcribes the conversation, writes structured notes, and extracts action items. Automatically.
Verlo detects changes mentioned in conversation, like retirement dates, risk tolerance, and beneficiaries, and updates your CRM automatically.
After every meeting, Verlo drafts a context-aware follow-up email. Review it, edit if needed, and send.
How it works
Link custodians, calendar, email, and documents in minutes. No IT department needed.
Every client interaction, transaction, and document becomes searchable and actionable. Ask anything in plain English.
After every meeting, notes are written, CRM is updated, tasks are created, and follow-ups are drafted. You just review and send.
5+
Hours saved weekly
0
Manual CRM updates
1
Intelligent home
0
Follow-ups missed
FAQ
Verlo connects to your calendar and automatically joins Zoom, Teams, and Google Meet calls. It transcribes the conversation, writes structured notes using your templates, and extracts action items.
When a client mentions a new retirement date, risk tolerance change, or beneficiary update during a call, Verlo detects it and updates the CRM field. You review and approve changes before they're finalized.
We're SOC 2 Type 1 certified. Your data is encrypted in transit and at rest, and never used to train AI models. Our team previously built AI compliance systems at Nasdaq.
Schwab, Fidelity, and 800+ other custodians. Plus your calendar, email, and document storage. Setup takes minutes, no IT department needed.
Join the advisors who've stopped doing admin work and started serving more clients.