Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
Pulse360 is a client communication and operations platform built for financial advisors, combining meeting note capture with tools for producing professional client-facing deliverables. Advisors can capture meeting content by recording, dictating, typing, or handwriting, and the platform's meeting-capture feature works with Zoom, Microsoft Teams, and Google Meet. Its AI note organization keeps notes structured and searchable rather than cluttering the CRM, and a template builder helps advisors quickly assemble annual summaries, meeting prep materials, and client review documents. Pulse360 also offers AI assistance for rephrasing and improving client communication, plus content libraries to systematize prospecting and onboarding messaging. It integrates with a range of advisor CRMs including Salesforce, Wealthbox, Redtail, Practifi, XLR8, and Salentica, along with Outlook and Gmail for email workflows. By centering on consistent, professional deliverables and reusable templates, Pulse360 targets advisors who want both efficient note capture and a streamlined way to turn meeting outcomes into polished client communications and follow-up documents. Pricing varies by plan. Check the official website for current pricing.
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Pulse360 and Quantified are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. Quantified: AI sales coaching and role-play platform for regulated industries, with simulations plus pre-call prep, post-call reflection, and live-call analysis. They overlap on ai-meeting-assistants, ai-sales-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
Pulse360 and Rafiki are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. Rafiki: AI sales intelligence platform that records, transcribes, and analyzes sales conversations to surface deal and coaching insights. They overlap on ai-meeting-assistants, ai-sales-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
Pulse360 and Read.ai are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. Read.ai: AI for meetings that delivers transcripts, summaries, and engagement metrics across Zoom, Google Meet, and Microsoft Teams. They overlap on ai-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
Pulse360 and Recap AI are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. Recap AI: An Apple-platform app that records, transcribes, and summarizes meetings, lectures, videos, and podcasts, with a chat-with-your-notes feature. They overlap on ai-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
Pulse360 and Recast Studio are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. Recast Studio: AI video repurposing tool that turns webinars, podcasts, interviews, and Zoom recordings into captioned clips and written content. They overlap on ai-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
Pulse360 and RecordMeeting are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. RecordMeeting: AI meeting recorder and notetaker from Qualtir, available on the Google Workspace Marketplace and Chrome Web Store, that records, transcribes and summarizes Google Meet and other calls. They overlap on ai-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
Pulse360 pricing is listed as freemium with a starting price of Custom in this directory dataset.
Aloware, Allo, Allego, Airspeed are relevant alternatives to compare.