Software for financial advisors
Software for financial advisors

Software for financial advisors

Zoom brings your meetings, notes, and follow-ups together — keeping client conversations organized and reducing admin, so you can focus on delivering advice that matters.

See pricing
Software for financial advisors
Use cases
Use cases

Built for financial advisors

  1. Capture client info as they share it

    Capture client info as they share it

    Capture client info as they share it

    Capture client goals, key details, and decisions across any meeting platform with My Notes.

  2. Turn meetings into polished summaries

    Turn meetings into polished summaries

    Turn meetings into polished summaries

    Let My Notes generate an investment review summary, with context, decisions made, and any next steps you agreed on captured — then use AI to create a presentation in Zoom Slides. Review and finesse before sending to the client.

  3. Surface the details clients expect you to remember

    Surface the details clients expect you to remember

    Surface the details clients expect you to remember

    Search across every meeting you've had with a client and surface answers instantly during calls with My Notes.

  4. Keep every client record current — automatically

    Keep every client record current — automatically

    Keep every client record current — automatically

    Keep your CRM current without manual entry. My Notes from client calls sync directly into your Bonsai record*, so the full relationship history lives in one place. Bonsai license required.

Customer quotes
Customer quotes

What our customers say

Element Home Designs Element Customer

Element Home Designs turns client conversations into instant project context

"Zoom takes notes for me, and then it puts those notes into Bonsai — it does it automatically. Before, I had a file for each project on my computer. Now if a client calls me, I can pull it right up and see exactly what we talked about."

 

-  Katie Greenmun, Architect, Element Home Designs, PLLC

Element Customer
The book Customer
Designseed Customer
Element Home Designs turns client conversations into instant project context
Element Home Designs

"Zoom takes notes for me, and then it puts those notes into Bonsai — it does it automatically. Before, I had a file for each project on my computer. Now if a client calls me, I can pull it right up and see exactly what we talked about."

 

-  Katie Greenmun, Architect, Element Home Designs, PLLC

Make every review easier to
understand — and act on

My Notes

  • Get organized summaries from client meetings — even on Google Meet, Microsoft Teams, or in-person — to get from decision to executing plans faster.
  • Capture decisions and key details instantly. No more scouring recordings for what the client said they wanted.
  • Support clients in different languages. Multi-language transcription helps keep communication clear and inclusive.
AI note taking
Security and compliance
Security and compliance

Protect sensitive client data

Encrypted in
transit & at rest

Feature-rich platform supported by encryption technology to support user privacy & security.

Granular AI controls

Admins can enable or disable AI features at the account, group, or user level.

Data residency and retention options

Choose storage regions and retention settings that fit your organization’s compliance needs.

Certifications
and audits

Zoom maintains compliance certificates like ISO and HIPPA-ready controls to help meet regulatory standards.

*Security and compliance features described herein apply to Zoom Workplace generally.
Zoom makes no representations or warranties as to their applicability to Bonsai.

See Zoom in action
See Zoom in action

Explore how Zoom helps make
running financial firms easier

Buy now Get started
Pricing
Pricing

Get more when you bundle
with Zoom Workplace

Find the products and pricing bundle(s) that work for your firm.

Annually
My Notes

  • /user/month
  • billed annually

 

All My Notes features added to Workplace Basic.
All of My Notes Basic, and:
  • My Notes
    • Unlimited AI note taking
    • Automated workflows embedded in meetings running with Zoom data sources
  • AI features
    • Meeting summaries for all hosted
Zoom Meetings
    • In meeting questions in all hosted
Zoom Meetings
    • Meeting summaries can be sent to
Slack automatically
    • Unlimited AI queries**
    • Writing mode**
    • Personal workflows**
    • 10 searches (per month)
    • Transcribe in-person meetings (3 uses per month)**

**Features are available on the ZoomMate web surface at zoommate.com

Bonsai

  • /user/month
  • billed annually

 

Everything you need to win more clients, look professional and get paid faster.
Highlights:
  • Win clients
    • CRM — all your client relationships, contacts, and history in one place.
    • Pipeline — track leads and prospects, from first call to closed deal.
    • Meetings Sync — centralize your client meetings, notes, and transcripts.
    • Proposals — send professional on-brand proposals in minutes.
    • Agreements — create and send contracts with built-in e-signature.
    • Forms — build custom forms to collect client info, feedback, and more.
  • Deliver client work
    • Projects — organize project info, files, tasks, and timesheets in one place.
    • Client Portal — create a branded, secure, and collaborative hub for your clients.
  • Get paid
    • Invoicing — send invoices and put billing on auto-pilot with retainers.
    • Payments — get paid faster with integrated online payments.
    • QuickBooks Online Integrations — sync invoices to QuickBooks Online.
  • Automate your business
    • Smart triggers — automate your client journey from proposal to invoice.
    • Meeting actions – turn client conversations into tasks, billable time, and more.
  • Meetings
    • 40 minutes per meeting
    • 100 participants per meeting
AI Productivity Suite

  • /user/month
  • billed annually

 

  • includes 1,000 AI credits**
  • recurring monthly

 

Turn inspired discussions into impressive deliverables.
All of AI Productivity Suite Basic, and:
  • Slides
    • Instant deck creation with inputted data
    • AI voice presentation mode
  • Sheets
    • Get instant insights via AI analysis
    • Describe it, AI will write the formula
  • Paper
    • Create professional docs in one prompt
    • Auto-generate analysis with citations
  • Canvas
    • Unlimited AI document creation
    • AI polishes existing docs for sharing
    • 20,000+ rows per data table
  • Additional features
    • AI Credits to boost productivity
      1,000 credits /user per month**
    • Access to all version history
    • 1 GB attachment upload limit
    • Share templates with others
    • Advanced template library

**AI credits can only be used on products included in the user's license.

FAQs
FAQs

Got questions? We've got answers.

Financial advisors need tools for client communication, meeting notes, follow-up materials, relationship management, project tracking, and billing. Zoom connects these workflows for a small business or growing professional services firm.

Zoom is business software that connects client conversations with AI-assisted content creation, personal notes, client management, and billing. It helps advisors move from a complex discussion to clear client follow-through with less admin.

My Notes captures conversation context, the AI Productivity Suite helps turn it into polished materials, and Bonsai keeps client records and billing organized. Together, they reduce repeated note formatting and duplicate data entry.

Yes. Zoom’s AI Productivity Suite can use meeting context to help draft a structured Investment Review Summary with performance context, decisions, next steps, and action items for the advisor to check.

Yes. My Notes can capture your personal meeting notes across Zoom, Microsoft Teams, other meeting platforms, and in-person conversations using your mobile phone.

My Notes lets advisors search across prior meeting content and surface details such as goals, preferences, or earlier comments without manually rereading every record.

Yes. Bonsai organizes client information, projects, time, and billing, while connected meeting notes help keep the relationship history current without repeated manual entry.

Yes. Bonsai by Zoom supports professional invoices, recurring billing, online payments, and payment reminders so everything stays connected to the rest of the client workflow.