FinMate AI

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AI's Role in Elevating Financial Advisory Work - Daniel (Seong Min) Yoo, Founder of FinMate AI, on The Customer Wins with Rich Walker Full Episode: https://lnkd.in/d_Bbz4Ug

FinMate AI is proud to be an approved vendor for Cambridge Investment Research, Inc., empowering advisors with innovative tools to streamline workflows and enhance client engagement. Daniel (Seong Min) Yoo Jonathan Liu Sebastian Burtone

FinMate AI was recently approved as a vendor by Cambridge Investment Research, Inc. As a platform that offers financial planning tools focused on automating administrative tasks for advisors, Finmate's integration into Cambridge's ecosystem would empower advisors by streamlining workflows, enhancing note-taking efficiency, and improving client communication. This partnership aligns with Cambridge’s commitment to providing independent financial advisors with cutting-edge technology to optimize their practice management. Finmate’s features—such as automated follow-up emails, categorized notes, and CRM integration—are valuable tools for Cambridge advisors looking to reduce administrative burden and spend more time focusing on client relationships. The approval solidifies Finmate's position as a trusted, compliant vendor, offering SOC2 Type 2 certified and cyber-insured solutions. Being an approved vendor under a prestigious broker-dealer like Cambridge opens doors for Finmate to expand its user base and further innovate in the wealth management space. For Cambridge advisors, it offers a seamless way to adopt modern tools that help meet evolving client expectations. This approval also reinforces Cambridge’s dedication to fostering technological advancements that benefit their network of over 3,700 independent financial professionals.

In this case study, you'll explore how FinMate AI, one of B Squared Partners’ innovative clients, helped a leading independent broker-dealer streamline operations, automate administrative tasks, and strengthen compliance. You'll see how FinMate's AI-driven solutions boosted productivity, improved client engagement, and enhanced record-keeping for audits—while cutting operational costs. At B Squared Partners, we believe in FinMate AI's transformative power because it delivers real, measurable benefits for financial advisors and firms, regardless of size. Over the next few weeks, we'll present four case studies showing how FinMate can align with your business model. To learn more about how FinMate AI can elevate your firm's operations, feel free to contact me directly at [email protected] or [email protected] Daniel (Seong Min) Yoo Sebastian Burtone #FinTech #AI #FinancialAdvisors #Compliance #Efficiency #ClientExperience #Innovation #FinMate

Nice write-up by XYPN comparing some of the industry-specific and non-industry specific meeting notetakers. ?????? Congrats to FinMate AI on "Best for Accuracy". They've been working hard on that! P.S. What notetakers have you tried and what have you decided on? *FinMate AI is a sponsor of ProAdvisorSuite?

AI Models Explained: Enhancing Financial Advisory - Daniel (Seong Min) Yoo, Founder of FinMate AI, on The Customer Wins with Rich Walker Full Episode: https://lnkd.in/d_Bbz4Ug

As a former financial advisor, Daniel (Seong Min) Yoo understands the pain points that advisors face around meetings. And beyond that, he also has a grasp on AI and how the data it uses should be handled. Combine those skills into a meeting notetaker for advisors, and you have a pretty useful application of AI. Join our webinar on May 29th to learn how he recommends identifying areas that can be automated with AI, security measures to put into place, and how practically to get started. *FinMate AI is a partner sponsor of ProAdvisorSuite?

Predictive Engagement: AI in Client Lifecycle Management - Daniel (Seong Min) Yoo, Founder of FinMate AI, on The Customer Wins with Rich Walker Full Episode: https://lnkd.in/d_Bbz4Ug

Join our experts live and get all your questions answered at our webinar with FinMate AI on Thurs 5/16 at 2 PM ET. Sign up here ?? https://bit.ly/3WrkxkN