Pulse360

NoteTaker for Meetings - for Financial Advisors

Deliver Ritz-Carlton® Level Client Experience by Staying Organized

Pulse360 can help you avoid a disorganized mess if you just dump your meeting notes in your CRM, creating bottlenecks that make a high-touch client experience harder to deliver. Pulse360 acts as your second brain, keeping every client detail at your fingertips. Organize, track, and act on key insights seamlessly, so you’re always ready to wow your clients—effortlessly.

This notetaker app is the perfect companion for your in-person meetings, so you can record your meeting, let Pulse360 take the notes and create helpful insights for you and your client. Create tasks, summaries, and everything you need with Pulse360.