Revolutionize Your Financial Advisory Practice

Our cutting-edge meeting assistant specifically designed for financial advisors. Our platform streamlines your workflow, allowing you to focus on what matters most: building meaningful relationships with clients.

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What We Do

Built by investment professionals, we cater to a variety of applications across industries

Meeting Capture

Our platform seamlessly integrates with your video conferencing tools (e.g. Zoom, Teams, WebEx, Google) or listens to in-person meetings via our web app to transcribe your client meetings
Structured Notes

Receive comprehensive, well-organized meeting notes, categorized by financial topics and action items. Meeting notes are tailored to match each advisor's content and style.

Intelligent Analysis

Our proprietary algorithms processes the meeting content, extracting key information and insights to help improve the client experience.
CRM integrations

Full-service integration with generalized (e.g. Salesforce, Wealthbox, Redtail) or custom CRMs is included with our service.

Purpose-Built To Maximize Client and Advisor Experiences

Financial advisors

10+ hours per week saved

Cut down on meeting prep and follow up time like never before
80% faster

Client-follow up times, radically improving quality of engagements
100% tailored

Every advisor has their own process. Our competitive advantage is our built-in ability to tailor our tool to your team's process.

Our Bespoke Approach

We know every firm has unique processes, materials, and goals. We excel in creating customized solutions for our clients that integrate with existing experiences, improving outcomes without impacting established procedures.

Built With Security At Our Core

We know the security of your data is of the utmost importance. We've built our platform to meet the highest security standards. All data on our platform is encrypted in transit and at rest, in line with industry standard protocols. Our engineering team is on call 24/7/365 in the event of any security related concerns.

F.A.Q.

Why consider Winford?

Winford is built to speed up your team and make them more intelligent, eliminating endless hours of manual tasks. Our tools amplify internal team members, and reduce the need for and cost of outsourced support.
How does pricing work?

Please reach out to info@winford.ai to learn more.

How is Winford implemented?

For ease of use, we can provide solutions via our web app or through an on-prem approach. Additionally, we are able to work with and provide outsourced providers to supplement your team's existing process.
How does Winford use my data?

We do not train models on your data. Data from each client is stored separately and is only accessible by that client, keeping information secure.