hazel.ai

The strongest client relationships are built when wealth advisors can be fully present. Hazel makes it easier than ever.

Designed to record in-person conversations with just a few quick taps, our powerful AI captures, transcribes, and summarizes automatically—then syncs everything to your Hazel workspace. No laptops in the way. No voice memos to upload later. Just you, your client, and the conversation that matters.

The Hazel mobile app includes:

• Calendar integrations to sync your meetings with Hazel
• In-person meeting capture with transcription
• Accurate, detailed meeting notes and summaries
• Instant-recording button for impromptu conversations
• Seamless sync to Hazel's web platform
• Privacy-first design with zero data sharing or retention with partners

Once synced, Hazel's platform handles the follow-through—drafting emails, updating your CRM, and turning conversations into the decisions that drive growth.

Sign up for Hazel at hazel.ai