Bindstack Agent Live

Bindstack is the AI-powered operating layer for financial advisors and consultants. It captures your client meetings, turns them into structured notes and summaries, and keeps every client relationship organized in one place — so you spend less time on admin and more time advising. WHY ADVISORS USE BINDSTACK Do less admin work. Onboarding forms, fact-finds, meeting notes, and follow-ups are captured and structured automatically, so paperwork stops eating your evenings. Serve clients faster. Summaries and action items are ready moments after a meeting ends, so clients hear back in hours, not days. Never lose context. Every conversation, decision, and commitment is searchable and tied to the right client, so your next meeting always starts fully informed. KEY FEATURES Automatic meeting recording sync Securely sync your Zoom cloud recordings after each meeting, always with your permission. No bots joining your calls, no interruptions to how you already work. AI-powered summaries and transcripts Get accurate, timestamped transcripts and concise AI summaries that highlight key decisions and extract action items automatically. Searchable knowledge base Every transcript and summary is indexed, so you can instantly search across all past meetings to find a discussion, a commitment, or an insight. Client and contact management (CRM) Keep a complete record of every client relationship — contact details, meeting history, notes, and documents — in one organized workspace. Sales pipeline Track opportunities through a visual, Kanban-style pipeline so you always know what stage every client or deal is in. Easy, secure sharing Share meeting summaries and highlights with teammates without sending the full recording, so your team stays aligned effortlessly. Built for security and compliance Strong encryption, access controls, and privacy-by-design keep your client data secure and under your control, with multi-factor authentication to protect your account. WHO IT'S FOR Bindstack is built for financial advisors, wealth managers, and consultants who run client meetings regularly and want a system that handles the admin so they can focus on giving great advice. On mobile, review meeting summaries, check your pipeline, follow up with clients, and stay on top of your book of business — wherever you are. Get started at bindstack.ai.