Deliver Ritz-Carlton® Level Client Experience by Staying Organized
You get a disorganized mess if you just dump your meeting notes in your CRM, creating bottlenecks that make a high-touch client experience harder to deliver. Pulse360 acts as your second brain, keeping every client detail at your fingertips. Organize, track, and act on key insights seamlessly, so you’re always ready to wow your clients—effortlessly
“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. "
Yohance Harrison
Financial Advisor
Steps to deliver a Ritz-Carlton experience
Connect with Zoom, Microsoft Teams, Google Meet or record in person
1. Capture Effortlessly
Seamlessly capture every key point, online or in-person, with AI-powered notes that save time and ensure accuracy
CRMs leave you digging through a mess of notes, but using NoteGenius AI, Pulse360 organizes everything with a system built specifically for advisors. By using Topics, Subtopics, and Tags, your advice is categorized effortlessly, giving you more control and confidence.
Advisors call Pulse360 their second brain because it doesn’t just store information—it makes you sharper, quicker, and always ready to impress.
Once you are organized, it is easy to craft polished, client-ready, impactful deliverables that are custom-made, not AI-looking. Maintain your professional edge with templates tailored to your style.
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.”
