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    Wealthtech Select Offer
    AI in Finance
    January 31, 2025

    Unlimited Meeting Notetaking Via WealthTech Select

    We are excited to partner with WealthTech Select to provide financial advisors with free access to its unlimited meeting AI notetaker. This exclusive offer allows advisors to download the Knapsack app here and start using the notetaker immediately.

    No trials. No meeting limits. No data risk. No cost. No joke.

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    Download Our AppStart today for free

    The Knapsack app uses private AI to prepare for, transcribe and summarize meetings, capturing key insights and action items. This allows advisors to focus on the conversation and their clients, rather than taking notes.

    Pro users and can create their own automations, and get access to the automations available in the Knap Store,

    • Get automated meeting prep notes
    • Generate meeting summaries and action items
    • Set reminders for follow-up tasks
    • Share notes with clients and colleagues
    • Integrate with other CRM and productivity tools

    Reach out to us if you would like a demo.

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