| 19-05-2025 |
Fireflies for Finance Streamlines Advisor Workflows |
Webinar |
Fireflies.ai hosts a webinar on May 28, 2025, showcasing Fireflies for Finance, an AI tool designed for financial advisors and wealth managers. Attendees will explore CRM integrations, finance-specific templates, and AI apps like the Investment Strategy Reviewer, alongside real-world case studies from firms like WealthUp. The event offers insights into automating documentation and enhancing compliance. Register at fireflies.ai to learn how to boost client relationships and reduce manual tasks. |
|
| 16-05-2025 |
Fireflies for Finance Webinar Highlights AI Tools for Advisors |
Webinar |
Fireflies.ai’s webinar on May 22, 2025, at 1:00 PM ET, showcases AI tools like the Investment Strategy Reviewer for financial advisors. Learn from top firms, see a live demo, and join the Q&A to streamline workflows and ensure compliance. Register at Fireflies.ai. |
|
| 15-05-2025 |
Fireflies for Finance Enhances AI Meeting Support for Financial Professionals |
Feature |
Fireflies.ai has launched Fireflies for Finance, an AI meeting assistant tailored for wealth managers, financial advisors, and firms, offering tools to capture conversations, generate summaries for estate planning and portfolio reviews, and perform tax planning and ROI analysis. The platform syncs transcripts and notes with CRMs like Redtail and Wealthbox, ensuring compliance with audit-ready documentation. Included in existing paid plans, it streamlines workflows without additional costs. |
|
| 11-03-2025 |
Fireflies AI Unveils Twine Integration for Seamless Meeting Sync |
Company News |
Fireflies.ai announces its Twine AI integration, enabling users to sync meeting recordings, transcribe audio effortlessly, and generate AI-powered summaries directly into Twine. This upgrade ensures automated insight sharing for feedback, blockers, and competitive insights, streamlining team workflows and boosting smart decision-making tools without manual updates. |
|
| 09-03-2025 |
Fireflies x Affinity Sync: Boost CRM Efficiency with Automated Meeting Insights |
Collaboration |
Experience the Fireflies and Affinity collaboration, a breakthrough for hassle-free CRM upkeep. Post-meeting, it seamlessly adds new participants to your contacts, ties meeting summaries to relevant profiles and businesses, sets task alerts, and logs every discussion chronologically. Eliminate manual updates and shift your focus to nurturing client ties and driving sales with this intelligent AI solution. |
|
| 03-03-2025 |
Fireflies.ai Unveils Anydo Integration for Seamless Task Management |
Collaboration |
Fireflies.ai’s new Anydo integration auto-detects meeting action items and syncs them as tasks with full context, streamlining follow-ups. Perfect for professionals, this AI notetaker ensures nothing slips through, boosting productivity effortlessly. Try it now! |
|
| 25-02-2025 |
Fireflies.ai Launches Live Transcript Feature with One-Click Copy |
Feature |
Fireflies.ai’s new live transcript feature includes a one-click copy-to-clipboard button, enhancing AI meeting sessions. This real-time transcription tool delivers instant, invaluable transcripts, earning praise for boosting productivity seamlessly. Kudos to the team! |
|
