Meeting notetaker / Notetaker
Every meeting captured. No bot in the room.
Vega takes structured notes during your client meetings without a visible bot joining the call, and has them waiting for you when you hang up.
Vega gives us a more practical way to turn meetings into output that matches our firm's process. Having the ability to shape the structure, level of detail, and next steps makes the notes more useful for both our team and our clients.
Jeff Gove
Stonebridge Wealth Systems
Notes that think like an advisor
No awkward bot
Vega captures Zoom, Teams, Google Meet, and phone calls without a participant joining the meeting.
Your structure, every time
Notes follow your firm format: discussion topics, decisions, action items, personal details.
Waiting when you hang up
Structured notes are ready minutes after the meeting ends, not at the end of the day.
A record you can defend
Consistent, timestamped documentation of every client conversation, ready for compliance.
More in Meeting notetaker
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 →See Vega in action
Experience how Vega automates your daily workflows. Start your free trial or book a personalized demo.