According to our 2025 Connected Wealth Report, 85% of advisors believe generative AI will help their business—that’s up from 65% in 2024.
And if you’re like most advisors, your business rises and falls based on your conversations with clients: annual meetings, planning discussions, internal huddles, follow-ups, emails, and the occasional voice memo to yourself while walking to the next meeting. All of these interactions are full of insights—almost too many to track.
It’s not just a smarter notetaker. It’s your AI assistant—one that helps you remember every detail, act faster, and stay focused on what matters most: delivering value to your clients.
With so much at stake, the question becomes: how will you put it to work?
Great service starts with perfect recall
You know the drill. You leave a client meeting full of good ideas, decisions, and next steps—only to realize you didn’t write it all down. Or you spend your evening recapping what happened so your team can keep things moving.
Parrot AI takes that weight off your shoulders. It joins your virtual meetings (Zoom, Google Meet, Teams, Webex), capturing the entire exchange—accurately and securely. Want to pause the recording mid-meeting? Just ask Parrot to leave. You’re always in control. And the result isn’t just a recording. It’s a full meeting page: editable transcript, key topics, action items, summaries, even video clips if you need them.
Shared insights make stronger outcomes
Advisors work in teams—and Parrot makes teamwork seamless. Organize notes and recordings by client household, project, or team in secure, permissioned workspaces. Everyone on your team gets the same information, at the same time, in the same place.
Need your team to capture specific insights during a prospecting call or tax planning meeting? Use templates to structure your meeting notes and ensure nothing gets missed. Customize them to match your firm’s workflows and compliance needs.
It’s like giving everyone on your team the same great memory—and the same great habits.
Follow-up is faster when AI handles the heavy lifting
What happens after a meeting is just as important as what happens during it. Parrot’s built-in Chat AI lets you search across your meeting and generate follow-ups, instantly.
Ask questions like: • “What was the client’s concern about estate planning?” • “List the agreed-upon action items from this meeting.” • “Draft a follow-up email summarizing our conversation.”
No scrolling through notes. No forgotten to-dos. Just clear, accurate insights and output in seconds.
Trust means never compromising on data privacy
Unlike some AI tools, Parrot doesn’t train its model on your data. Your conversations, insights, and strategies stay private and protected. You get all the benefits of generative AI, without the trade-offs in security or trust.
The AI you need for the business you run
AI isn’t replacing advisors. It’s amplifying them. With the right tools, it’s easier than ever to scale high-touch service, spend less time on administrative tasks, and strengthen client relationships.
Parrot AI is built specifically for financial advisors—by people who understand your business, your clients, and your compliance needs.
And with 85% of advisors expecting AI to help their business, the only question left is: what are you waiting for?
Annabelle Jacoban
