Meeting Notetaker
Vega briefs you before every meeting, takes notes during, and drafts the follow-ups after. No bot in the room.
Meeting
Q4 Meeting
Update portfolio comparison with new statements (due 03/31)
Prospect confirmed interest in moving forward despite some delays
Follow-up with Boris' confirming work on the portfolio comparison.
Prep, notes, and follow-ups, all automated
Vega automatically prepares pre-meeting briefings using your client data, takes notes during meetings without a visible bot joining, and generates follow-up emails and action items after each call.
Notetaker
Notes, decisions, and next steps from every meeting.
Learn more →Meeting prep
A brief from every source, before every meeting.
Learn more →Follow-up
Recap emails and action items, drafted automatically.
Learn more →CRM sync
Structured meeting data straight into your CRM.
Learn more →Profile enrichment
ProContact and household records that keep themselves current.
Learn more →Meeting compliance
ProClient conversations reviewed against SEC rules.
Learn more →Meeting analytics
ProCoaching and client signals from every meeting.
Learn more →Vega's meeting summaries are exceptionally accurate and detailed. They have raised the bar for what we expect from an AI meeting assistant.
Matt Garasic
Unrivaled Wealth Management
See Vega in action
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