#167: What about AI Notetakers?

Season #1

Josh and Emily discuss AI Notetakers! What concerns should we have, what features should we look for, and what can they do to help?

Top takeaways:

  1. When you’re handling people’s sensitive data, don’t use anything free because their information may be used for various purposes (training their model, etc.)
  2. A company that has booths at industry conferences and/or partnerships with other large companies is a green flag.
  3. Look for SOC-III-compliant software.
  4. Many features are very person-specific–look for something that integrates with your tech stack.
  5. Investing in scheduling software, paid video software, and a CRM are probably more important than AI notetaking software.
  6. FinMate, Jump, and Zocks are all financial-services-specific notetakers (more tailored features but also more expensive).

Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: