AI Chief of Staff for Financial Advisory
Automatically capture, execute, and comply. From conversation to CRM in 60 seconds—so you can focus on what matters: your clients.
See how one client meeting becomes a complete, compliant workflow—automatically.
From conversation to CRM in 60 seconds. Watch the magic happen.
Meeting Ends
Your Zoom call with Mrs. Johnson about her retirement portfolio concludes. SmartPA.ai has been listening and processing in real-time.
AI Processes
Instantly generates compliant meeting notes, identifies action items, extracts key decisions, and prepares personalized follow-up content.
Auto-Execution
Updates Redtail CRM, drafts client email, schedules next quarterly review, and creates immutable audit trail—all in 30 seconds.
You Approve
Review and click "Send." Done. What used to take 45 minutes of admin work is now complete. Move on to your next client.
While others just transcribe, SmartPA.ai completes your entire post-meeting workflow automatically.
Purpose-built for financial advisors who value compliance, efficiency, and client experience.
Smart Meeting Capture
Real-time transcription with financial context understanding. Identifies decisions, action items, and compliance requirements automatically.
- Works with Zoom, Teams, phone calls
- Financial terminology recognition
- Key decision extraction
- Action item identification
Cross-System Execution
Doesn't just create notes—pushes data to your CRM, drafts emails, schedules meetings, and updates client records across all platforms.
- Redtail, Salesforce, Wealthbox integration
- Automated email drafting
- Calendar scheduling
- Document generation
Compliance-First Design
Built from the ground up for regulated industries. Every interaction creates an immutable, time-stamped audit trail.
- SEC/FINRA compliant architecture
- Immutable audit trails
- Role-based permissions
- Encrypted data processing
Personal Brand Learning
Learns your communication style, templates, and preferences to ensure every client interaction reflects your personal brand.
- Writing style adaptation
- Template customization
- Brand voice consistency
- Continuous improvement
The ROI is Undeniable
Trusted by Thousands of Professionals
See how teams across industries are saving time and increasing productivity with SmartPA.ai
SmartPA.ai has transformed how our team operates. What used to take hours of manual coordination now happens automatically. The ROI was immediate.
The task chains feature is incredible. I set up one template for client onboarding and now my entire team uses it. We've cut onboarding time by 70%.
Finally, an AI that actually does the work instead of just suggesting it. The audit trail gives me confidence, and my executives love the efficiency.
SmartPA.ai handles all my follow-ups, meeting scheduling, and CRM updates. I can focus on closing deals instead of administrative tasks.
The cross-platform integration is seamless. From Slack notifications to calendar updates to email campaigns - everything works together perfectly.
Security was our biggest concern, but the audit logs and approval workflows give us complete visibility and control. It's enterprise-ready.
Choose Your Productivity Level
Start free and scale as your productivity needs grow. All plans include our core automation features.
Perfect for trying out SmartPA.ai
- 50 tasks per month
- Basic app integrations
- Email support
- Audit logs (7 days)
- Personal use only
For professionals who want unlimited productivity
- Unlimited tasks
- All app integrations
- Priority support
- Advanced task chains
- Audit logs (90 days)
- Custom templates
- API access
For teams that need advanced controls
- Everything in Pro
- Admin controls
- Team templates
- SSO integration
- Compliance features
- Unlimited audit logs
- Dedicated support
- Custom integrations
Need a Custom Solution?
We offer custom integrations, dedicated infrastructure, and specialized support for large enterprises.
Ready to Get Your Time Back?
Join thousands of professionals who are already saving 5-10+ hours per week with SmartPA.ai. Start your free trial today and experience the future of productivity.