01Before the meeting
Before the meeting, David asks the family.
"May I record this, so I don't miss any details?" The Millers agree.
10:00 · Before the meeting
Use cases · Financial advisors
AI for financial advisors: client review notes, written for you.
With your client's permission, Lynkk records the meeting and writes down their goals, changes and next steps.
The story
Meet David
David is a financial advisor at Northstar Wealth LLC. Once a year, he sits down with each family to review their money and their plans.
David's problem
Today he meets the Miller family. They talk about retiring early, saving for their daughter's college, and Jennifer's new job.
There are many numbers and many changes. David writes notes while they talk. Next year, before the review, he digs through old notes and can't find what they said about retirement.
Before, during and after
How Lynkk helps David with client reviews
David starts using Lynkk, AI for financial advisors that writes the notes for him. Here is what changes.
02During the meeting
During the meeting, David just listens.
He records on Zoom or in his office. He looks at the family, not his notebook.
10:04 · During the meeting
03After the meeting
After the meeting, the note is ready.
Lynkk writes an AI meeting summary: their goals, what changed since last year, and the tasks with names and dates.
10:46 · After the meeting
The note
Here is the note Lynkk wrote for David (example)
Next year, before the review, David asks Lynkk, "What did the Millers say about retirement?" and gets the answer right away.
Annual review, the Millers
Zoom46 min
18:05 / 46:00
Goals
Retire at 58. Pay for their daughter's college in 2029.
What changed
Jennifer has a new job, with a higher income from April.
Tasks
- Update the risk profile.Who: David When: Monday
- Send the new plan.Who: David When: Friday
What Lynkk is
So, what is Lynkk?
Lynkk is an AI note taker for financial advisors. It records your client meetings, writes down what matters, and keeps it private.
With Lynkk, you get three things:
Clear notes: goals, changes and tasks.
Tasks with names and dates: so every follow-up happens.
Memory: ask about any past meeting before the next review (Pro).
Is Lynkk right for you?
Lynkk is for you if:
You are an independent financial advisor.
You are a wealth manager.
You meet clients in person and online.
Before and after
Client reviews, before and after Lynkk
Drag the line to see the same conversation before and after.
| Without Lynkk | With Lynkk |
|---|---|
| You take notes and miss what the client means | You listen. Lynkk writes. |
| You dig through old notes before a review | You ask Lynkk what the client said |
| Tasks sit in your head | Every task has a name and a date |
And more
What else can Lynkk do?
Looking for simple AI tools for financial advisors? Lynkk also lets you:
Choose where your data is stored.
US, EU, UK, India, Singapore or Australia.
Control how long audio is kept.
Keep it, delete it after 90 or 30 days, or delete it after upload.
Record in your office, even without internet.
The Mac app uploads later.
Work with your tools.
Zoom, Google Meet and Microsoft Teams.
Your client meetings stay private
Notes are private unless you share them. Your data is encrypted. Lynkk never uses your meetings to train AI.
Read about securityPricing
Simple pricing
Compare plansPro
$15 a month
Everything in Free, plus unlimited notes, asking Lynkk about past reviews, and a decision log.
Questions
Questions people ask
Does Lynkk work with my CRM?
No. Lynkk doesn't connect to a CRM. You can share notes by link instead.
Is Lynkk a compliance archive?
No. Lynkk writes meeting notes for your own work. Check your firm's record-keeping rules with your compliance team.
What is the best AI for financial advisors?
It depends on what you need. If CRM sync and compliance records matter most, look at tools made only for advisors. If you want simple, private notes from every client meeting, try Lynkk free.
Do I need the client's permission to record?
Yes. Always ask first. Rules differ by country and state.
Is it free?
Yes, there's a free plan. Asking Lynkk about past reviews is part of Pro.
More use cases
Other conversations people record with Lynkk.
Nine more stories, each with the note that kind of conversation produces. Or see all Lynkk use cases on one page.
- AI for sales callsYou talk, Lynkk writes the notes: the next steps, who will do them, and by when.
- Interview transcription for user interviewsEvery word with each speaker labelled, the main points and the questions still open.
- Standup meeting notes for project managersThe meeting bot joins every morning: yesterday, today, blockers, and tasks with owners.
- Field interviews with no internetRecord on your Mac with no internet. It uploads later, with Hindi, Hinglish and more.
- A lecture recorder for studentsRecord the lecture and get the main points, the topics and every word. Replay any minute.
- Voice of customer research for marketing teamsRecord customer calls and focus groups, then ask what customers said, in their exact words.
- AI for lawyersWith your client's permission, the key facts, the documents to collect and the next steps.
- 1 on 1 meeting notes for managersNotes that remember last time: the wins, the problems, and the promises with names and dates.
- AI for real estate agentsEach client's budget, must-haves and your next steps, written down after every call.
From the blog
Related guides
See every guideFinancial advisors
Be like David. Start every review where the last one ended.
Try Lynkk in your next client review. It's free to start.