You have the conversation — Omega takes care of the rest. Omega AI Notetaker works wherever you meet, capturing conversations, organizing details, and preparing your next steps while you focus on what matters most: the client.
Omega AI Notetaker is designed around the way financial advisors work, capturing conversations with your practice in mind.
Omega AI Notetaker always keeps the context of your clients and firm in mind. Notes, summaries, and follow-up tasks stay consistent with the relationships, processes, and standards that make your practice unique.
In-person, virtual, or on the phone — we’ll meet you there. Omega AI Notetaker is ready to capture the conversation across meeting platforms, including Zoom, Google Meet, and Microsoft Teams.
By the time your meeting ends, your recap is ready. Review meeting summaries, action items, follow-up emails, and CRM update suggestions so you can keep momentum and stop spending time on manual administrative work.
Start every client conversation with the context you need at your fingertips. Omega AI Notetaker creates pre-meeting briefs, builds agendas, carries forward unfinished discussion items, and tracks agenda coverage so every meeting stays focused and productive.
Focus on your clients while Omega AI Notetaker captures the conversation in real time. From live transcripts and speaker identification to agenda tracking, every meeting is documented accurately so you can stay present and engaged — and stop worrying about taking notes.
Get a live transcript as your meeting flows — no waiting for recordings to process. Whether you're meeting on Zoom, Microsoft Teams, or Google Meet, Omega captures every conversation in real time.
Know exactly who said what. Omega identifies speakers across meetings using voice recognition and participant information, so transcripts and meeting notes are clear, organized, and easy to review.
Keep every meeting on course with built-in agenda tracking. Omega monitors agenda coverage in real time, helping you stay focused on priorities.
Don’t sweat the next steps. The moment your meeting ends, Omega AI Notetaker gets to work organizing key details and preparing your plan. Review summaries, approve suggested actions, update your CRM, and send follow-ups — all without starting from scratch.
Review organized meeting summaries with key discussion points, decisions, financial details, and structured notes that are ready to reference and easy to search.
Automatically receive suggested action items — whether they're assigned to you, your client, your team, or Omega — and approve them with a single click.
Stay on top of every follow-up with a post-meeting checklist for reviewing notes, approving tasks, and updating your CRM.
Draft personalized client follow-up emails in seconds, then review and edit them before sending.
Ask questions about any meeting and get answers based on the transcript — meanwhile, Omega learns how you prefer recaps to be organized.
Improve over time with AI-powered coaching insights, call scoring, and personalized performance dashboards.
Review suggested CRM updates based on your meeting, compare proposed changes to existing records, and approve updates with a single click.
Omega AI Notetaker gives your firm flexibility to meet compliance requirements without unnecessary complexity. From configurable recording options to retention policies and consent management, every meeting is captured according to your firm's standards.
Control how much of each meeting is retained — from only notes or summaries to full recordings — so your firm can align meeting records with its compliance policies.
Choose retention settings that match your firm's requirements, including compliance-ready policies with SEC and FINRA-aligned retention presets.
Manage meeting consent with built-in notifications, guidance based on recording laws, and documented records to support your firm's compliance requirements.
Ask questions about clients, meetings, and your firm, and get answers grounded in the context of your business.
Turn meetings into polished reports, client-ready summaries, and other deliverables without starting from scratch.
Stay one step ahead with AI-generated briefings, create recurring routines, and receive timely updates that help keep your practice moving forward.
Quickly learn about company backgrounds, leadership, industry trends, and recent news to personalize outreach and build stronger first conversations.
Omega AI Meeting Notetaker works with Zoom, Google Meet, and Microsoft Teams, making it easy to capture conversations wherever your client meetings take place.
Once connected, Omega automatically joins supported meetings to capture transcripts, meeting notes, action items, and summaries in real time. Everything is organized and connected to the appropriate client records, so you can spend less time documenting and more time engaging with clients.
Access to transcripts follows your firm's existing permissions and access controls. Only authorized users can view meeting content, helping your team collaborate while maintaining client privacy and compliance.
Yes. AI-generated summaries are designed to save you time, but you remain in control. You can review, edit, and refine summaries before using or sharing them, ensuring every meeting record reflects the details that matter most.
See for yourself how Omega helps financial advisors bring their practice together, gain visibility into work, and spend more time focused on clients.
