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Submitted URL: https://www.winfordwealth.com/
Effective URL: https://winfordwealth.com/
Submission: On December 26 via api from US — Scanned from US
Effective URL: https://winfordwealth.com/
Submission: On December 26 via api from US — Scanned from US
Form analysis 1 forms found in the DOM
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* Home * Features * Benefits * Contact Log In THE PREMIER AI MEETING ASSISTANT PURPOSE-BUILT FOR FINANCIAL ADVISORS Leverage Unique Insights to Improve the Client Experience, and Improve Note-Taking Efficiency Book a Demo OUR AI-POWERED NOTETAKER FOR IN-PERSON AND VIDEO CALLS ENSURES YOU NEVER MISS A CLIENT DETAIL FROM A CALL AGAIN. HOW DOES IT WORK? AI-POWERED CLIENT MEETING PREP Expedite and enhance client meeting prep by leveraging an AI-powered history of past client interactions MEETING INSIGHTS Review client questions, participation trends, and semantic analysis to understand what moves the needle for specific clients. FOLLOW-UP EMAILS Instantly generate wealth management-tailored follow up emails configured to your team's style. INTEGRATE YOUR EXISTING TOOLS Automatically update your CRM, and sync with your existing technology providers. AI-POWERED CLIENT MEETING PREP Expedite and enhance client meeting prep by leveraging an AI-powered history of past client interactions MEETING INSIGHTS Review client questions, participation trends, and semantic analysis to understand what moves the needle for specific clients. FOLLOW-UP EMAILS Instantly generate wealth management-tailored follow up emails configured to your team's style. INTEGRATE YOUR EXISTING TOOLS Automatically update your CRM, and sync with your existing technology providers. ACHIEVE MORE WITH OUR AI-POWERED BENEFITS Maximize your team's productivity, gain differentiated perspectives, and unlock new opportunities with our industry-specific solutions. SAVE 7+ WEEKS PER YEAR Dramatically decrease operational burden associated with client meeting preparation and follow up actions. IMPROVE MEETING QUALITY Focus 100% of your efforts on being present with your clients, rather than worrying about note-taking. ACCESS NEW DATA SOURCES Leverage unique meeting insights to unlock new ways to understand your client's needs. F.A.Q. WHY CONSIDER WINFORD? Winford was built with an advisor-first mindset, understanding the unique challenges financial advisors face. While generic providers focus mainly on transcripts, our mission is to improve experiences within the advisor ecosystem. HOW IS WINFORD IMPLEMENTED? Onboarding can be done through a self-service link after reaching out to our team in under 10 minutes, and syncs automatically to leading industry providers. We are happy to provide complimentary hands-on onboarding to support specific needs. HOW DOES PRICING WORK? Please reach out to info@winford.ai to learn more. HOW DOES WINFORD USE MY DATA? We do not train models on your data. Data from each client is stored separately and is only accessible by a particular advisor. Recordings are deleted instantaneously after calls are processed, and client detail can be configured to be deleted from the system automatically. BACKED BY GLOBAL LEADERS BUILT BY INDUSTRY EXPERTS Built by a team of investment professionals, leading AI engineers, and cybersecurity specialists, ensuring the highest standards. OUR BESPOKE APPROACH We know every firm has unique processes, materials, and goals. We excel in creating customized solutions for our clients that integrate with existing experiences, improving outcomes without impacting established procedures. We also can provide out-of-the-box tools for immediate use dependent on need. BUILT WITH SECURITY AT OUR CORE We know the security of your data is of the utmost importance. We've built our platform to meet the highest security standards. All data on our platform is encrypted in transit and at rest, in line with industry standard protocols. Our engineering team is on call 24/7/365 in the event of any security-related concerns. GET IN TOUCH TO LEARN MORE Be the first in line to get access to our newest suite of features. Please fill out the form, and we'll be in touch shortly with information on how to book a demo and gain access to our platform. SUBMIT © 2024 Fundaimental, Inc. All Rights Reserved.