Meeting summary AI agents for financial services
Automate meeting summaries to save time and focus on what matters most in your financial services role.
Get your AI agentTrusted by over 100,000 high-performing companies
Transform how you capture meeting insights with Glide's AI Agent
Designed specifically for professionals in the financial services sector, our meeting summary AI agents capture and condense key discussions, decisions, and action items from your meetings. By handling repetitive tasks, they allow financial analysts, wealth managers, and compliance officers to concentrate on high-value activities, enhancing productivity while ensuring critical insights remain top of mind.
Get your AI Agent1
Start your meeting with our agent
Begin your meeting by introducing our AI agent to capture essential discussions and action items.
2
AI agent summarizes key insights
The AI agent captures key discussions, decisions, and action items, making it easier for you to focus.
3
Review and finalize your insights
Review the AI-generated summary to ensure accuracy and align with your strategic goals and insights.
AI agents ready for summarizing your meetings with precision
Efficiently summarize meetings and drive insights for financial services professionals and teams.
Get your AI Agent
Meet the companies using high-
performing AI agents
See why they chose Glide
Innovative Logistics Group
Innovative Logistics generated $1 million in sales with an AI logistics agent
Read their story
Innovative Logistics Group
Innovative Logistics generated $1 million in sales with an AI logistics agent
Read their storyHow to get your AI agent
Glide provisions custom AI agents for your financial services business in a matter of weeks.
1
Get a free quote in days
Meet with the Glide team to discuss your standard procedures, goals, and timeline. Within days, you’ll receive a detailed quote for free.
2
We provision your AI agent in weeks
We’ll work with you to train and integrate your AI agent, incorporating your feedback and providing updates with a Glide Customer Success Manager.
3
Deploy and iterate whenever you want
We launch your fully tested AI agent, providing ongoing maintenance and support throughout your agent’s life.
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