Financial Advisors, you “waste a ludicrous amount of time in meeting preps & follow-ups. If you just save 3-minutes a week, Pulse360 pays for itself in terms of ROI.”
Michael Kitces
Quote from @ XYPN Conference
How it works
Connect with Zoom, Microsoft Teams, Google Meet or record in person
1. Take Notes
Capture every detail – record, dictate, type, or handwrite your notes seamlessly.
Storing notes in your CRM is just the start, but it can lead to future roadblocks. With NoteGenius AI, Pulse360 becomes your second brain—organizing your insights and keeping you prepared for what’s next. Say goodbye to bottlenecks and hello to streamlined advice.
“Pulse has been a game changer in helping us document notes/advice/strategy in a concise manner that clients expect! Pulse is our engine for client communication and advice. We cannot scale advice-based relationships w/o it. "
