Timeline Meeting Notes

Timeline Meeting Notes is the app built specifically for financial advisers, not a generic AI meeting notes tool retrofitted for our industry.

Record client meetings in person, on Zoom or on Teams. Timeline Meeting Notes produces a clean, structured summary with key talking points, facts picked up from the meeting, and action points, connecting straight into your client record on Timeline.
Then it goes further. You can send data from Timeline to iO and export client data via CSV. By using Timeline's AI Co-pilot Pennee, follow-up emails are drafted in your voice. Suitability discussions are logged where your compliance team can find them.
What you do with the time you get back is up to you.