10 Meetings This Week? That’s 10 Hours Back in Your Pocket
Grow Your Practice With Every Hour You Save
Summaries
Notes
Action Plans
Follow-up Emails
Infinasum also instantly generates
Daily Market Summary & Advisor Insights
Pre-meeting Briefs
Full Client Reports
Join the new wave of financial professionals using automation. Simplify compliance, speed up workflows, and improve every client relationship.
Built for Advisors Who Value Their Time
Maximize every meeting with AI-powered briefs, notes, summaries, follow-ups and action plans to move you and your clients forward fast
In just 1-2 minutes you get:
Pre-Meeting Briefs & Talking Points
Walk into every meeting like you’ve studied all night. Infinasum prepares a sharp, AI-generated brief that includes key client history, compliance alerts, talking points, and reminders—so you show up confident, focused, and in control.
Now with built-in relationship intelligence, giving you quick insight into client sentiment before every meeting.
Full Client History
Stop digging. Start advising.
Infinasum pulls your entire client journey instantly, it’s like having a second brain that never forgets.
Goals & Objectives
Client Profile
Financial Snapshot
Challenges & Pain Points
Meeting Highlights
Advisor Insights & Opportunities
Communication Style Notes
Upload a Meeting, Get All This in 3-5 Minutes:
Crystal-Clear Meeting Summaries
No more scattered notes or fuzzy memories.
Our AI distills the entire conversation into structured, skimmable insights with every number recorded—so you can stay on track, stay compliant, and stay connected to what really matters.
We’ve just added Client Retention Insights — actionable guidance to strengthen relationships and reduce churn.
Complete Meeting Notes—Captured Automatically
Never worry about missing details again.
Every meeting is logged in a structured notes tab, so you have a reliable record at your fingertips. Stay compliant, save time, and revisit the conversation anytime—without scrambling through scattered notes.
Action Plan
Turn every conversation into a clear path forward.
Our AI builds a structured plan with actionable suggestions, compliance and risk alerts and more —organized, prioritized, and client-ready. No more guessing what comes next. You and your clients always know the next move.
Newly incorporates Client Insights to help advisors approach each action with awareness of the client’s emotions, attitude, and overall sentiment.
Personalized Follow-up Email, Done For You
Infinasum’s AI automatically turns your conversation into a client follow-up email that’s professional, accurate and tailored ready for an advisors review to send. Give your clients peace of mind with fast, personalized emails straight after they leave the meeting.
Every morning at 8AM EST:
Daily Market Summary & Advisor Insights
Get an advisor-ready market brief every morning. Our AI scans hundreds of trusted market and economic articles, filters what truly moves prices, policy, and sectors, and distils it into a focused summary built for financial advice conversations. It has key drivers, risks, client-talking points, opportunities and much, much more! All ready in a clean PDF you can view or download in seconds.
Full of advisor insights that help you guide clients with confidence, every day.
Stop Letting Admin Work Steal Your Time
Infinasum Changes That
With intelligent automation built for financial advisors, you’ll reclaim your time, and redirect your focus to high-value, high-impact work growing your practice fast.
No more replaying meeting recordings just to find one missing detail.
No more last-minute prep stress — full briefing ready in 1 minute.
No more mental fatigue from repetitive admin work.
Secure & Compliant by Design
SOC 2–Ready. Zero-Trust Architecture.
Infinasum isn't just secure. It's engineered to meet the complex regulatory and compliance needs of modern advisory firms—without compromising speed or simplicity.
Compliance Checklist Summary
Covered?
Category
Infrastructure Security
Organizational Security
Product Security
Internal Procedures
Data & Privacy Controls
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Regulatory Alignment
Aligned with SEC, FINRA, GDPR, and U.S. financial data protection standards.
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Zero-Trust Security Model
We don’t assume trust, we verify everything. Infinasum enforces identity-based access, granular permissions, and full audit trails across every session.
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Encryption at Every Layer
Data is encrypted in transit and at rest—so your information is safe whether it's moving or stored.
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SOC 2–Compliant Infrastructure
Hosted on enterprise-grade cloud platforms with SOC 2 Type II certification. Your data lives in environments tested and trusted by the world’s most security-conscious institutions.
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Compliance Automation
From meeting records to communication trails, Infinasum helps you maintain a clean, review-ready compliance log, automatically.
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Organizational Safeguards
Security training, background checks, and strict internal protocols ensure your data is safe from the inside out.
Why It Matters
Behind every advisory firm is a mission:
Serve your clients. Grow your practice. Protect their trust.
But admin work, compliance noise, and scattered communication gets in the way.
Infinasum brings clarity, speed, and control, so you can do more of what matters most.
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Time is your most valuable asset, and Infinasum gives it back.
Automate summaries, emails, action plans, and briefs so you can focus on high-value tasks, not repetitive admin.Less time typing.
More time advising.
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Consistency creates confidence.
With faster follow-ups, well-prepared meetings, and proactive communication, clients feel heard, valued, and cared for.Your clients get better emails.
You show up sharp, informed, and ready, every time.
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No more scrambling to document meeting notes or track regulatory risks.
Infinasum builds the compliance trail in the background, so you're always covered, and always audit-ready.SEC, FINRA, and GDPR-aligned
Auto-organized, searchable, and secure
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This doesn’t just improve the advisor’s life with more freedom and efficiency, it has a ripple effect. If more people can be advised toward financial stability, the positive impact extends to entire communities and the economy at large.
Frequently Asked Questions (FAQs)
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It’s simple. Before a meeting, you can generate a client brief pulling valuable meeting information to go into every meeting with. When a meeting wraps up, you upload the audio file into Infinasum. Within minutes, you’ll receive a polished meeting summary, advisor notes, a structured action plan, and even a draft client follow-up email—all tailored to financial services standards.
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Yes. Every file and output is encrypted in transit and at rest. Access is controlled, logged, and auditable, with infrastructure designed to meet SOC 2–style security expectations. We keep the platform continuously updated to stay ahead of evolving risks, and we’ll work directly with your compliance or IT team to align with firm policies.
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Infinasum is built with compliance in mind. Meeting summaries and notes are stored with clear audit trails, so you have records to reference whenever needed. Advisors can highlight disclosures, risks, or client statements, ensuring nothing slips through the cracks. The system makes compliance less of a burden and more of a natural part of your workflow.
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Every advisor’s meeting notes are generated directly from the uploaded audio, and Infinasum tailors the tone and structure to match different advisor needs. Whether it’s notes, summaries, or client follow-up drafts, each output is designed to feel personalized and professional. The goal is speed and accuracy: you spend less time typing and more time advising.
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During onboarding, we can help integrate your existing client documents into Infinasum so you start with a smooth, organized setup. This ensures your prior data flows naturally into the tool from day one. After onboarding, Infinasum is designed to work independently alongside your CRM—without requiring ongoing integrations or adding complexity. Advisors simply upload a meeting audio file and, within minutes, receive high-quality documents and insights. By keeping the process simple, Infinasum gives you clean, decision-ready information that improves workflow efficiency.
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The Action Plan distills each meeting into structured, decision-ready sections. Advisors receive immediate next steps, growth opportunities, money-saving suggestions, and potential risks, all laid out in a clear and professional format. It also captures client insights—such as preferences, concerns, and emotional cues—so follow-up conversations can be more personal and effective. It’s simply extra information on top of the summary and notes to be used at your disposal.
Elevate Your Entire Practice
Infinasum isn’t just about saving time, it’s about leveling up everything you do.
When your meetings are sharper, your follow-ups are instant, and your compliance is seamless, you don't just look more professional.
You become the advisor your clients trust more, refer more, and stay with longer.