AI Agent for Precise

Document

Meeting

Document

Meeting

Analysis

Use Cases

Automatically summarize meetings, create action items, and surface key insights.

Benefits

Save time and eliminate manual note-taking to efficiently keep track of client discussions.

AI Agent for Precise

Document

Meeting

Document

Meeting

Analysis

Use Cases

Automatically summarize meetings, create action items, and surface key insights.

Benefits

Save time and eliminate manual note-taking to efficiently keep track of client discussions.

AI Agent for Precise Meeting Analysis

Use Cases

Automatically summarize meetings, create action items, and surface key insights.

Benefits

Save time and eliminate manual note-taking to efficiently keep track of client discussions.

Meetings AI

Get the most out of client interactions.

Capture and retrieve key client details at all times.

Summaries & Actions

Receive clear & concise notes and follow-up tasks.

Insights & Mind Map

Automatically record deeper intelligence about your client to create a mind map.

Coming Soon

Integrate

Send data to CRMs to keep systems in sync.

Remember Anything

Get answers the moment you need information.

Offline Mode

Dictation

Transcribe meetings to memory and record notes by talking to Powder's AI.

Offline Mode

Upload Notes

Snap a photo of your meeting notes to record automatically into your client's profile.

Offline Mode

Zero Data Retention

Zero Data
Retention

Zero Data
Retention

With a flip of a button, immediately delete meeting details data. Only the summary and action items will remain.

Ready to Future-Proof Your Wealth Management Firm?

Ready to Future-Proof Your Wealth Management Firm?

Ready to Future-Proof Your Wealth Management Firm?