Meeting notetaker / CRM sync
Your CRM updates itself after every meeting
Meeting notes, action items, and record updates flow into your CRM as structured data. Review the suggestion, click once, done.
Quarterly review: allocation confirmed, RMD timing to revisit before year end
Send updated portfolio comparison to Sarah Chen (due 03/31)
Risk tolerance → Moderate growth · Next review → 09/2026
The end of manual data entry
Works with your CRM
Salesforce, Wealthbox, Redtail, HubSpot, Microsoft Dynamics, and more.
One-click updates
Vega suggests the note, task, or field update. You approve it without opening the CRM.
Structured, not dumped
Data lands in the right fields on the right records, not pasted into a notes blob.
A complete client history
Every meeting is logged consistently, so anyone at the firm can pick up the relationship.
More in Meeting notetaker
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 →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 →See Vega in action
Experience how Vega automates your daily workflows. Start your free trial or book a personalized demo.