Take notes, manage workflows and compliance with AI

Automatically take notes from calls, get insights, push to your CRM and manage compliance

Better accuracy with AI built for wealth advisors

Save 50% of your time managing workflows and creating documentation

Intelligent AI that finds insights on customers and updates CRMs

Backed by

Combinator

Get highly accurate call notes using our AI trained for wealth advisors

90% reduction in admin work around workflows, emails, and other tasks

Pre-meeting preparation and post-call follow-ups, all in a single place

Fully customizable with ability to add custom steps in workflows

Go beyond searches. Get interesting patterns and analysis from every call

AI extracts unique insights for every customer and auto-adds tags in CRMs

Automatically pull relevant customer insights before every call, so you can go prepared

Save 90% of your time before and after a call, so you can focus more on closing deals

Marketing content review in seconds

Get real-time actionable feedback

Sei automatically detects missing disclosures and suggests relevant ones

Fully customizable with ability to add internal marketing guidelines & disclosures

Comprehensive coverage across calls, emails, chats, & social

Teams save 15+ hours each week on manual reviews

Stay compliant, as you scale