What We Do
Tailored Financial Solutions for Your Family Item Titles:
01
AI Transcription
Generates precise meeting transcripts automatically
02
Task Automation
Practical Tools for Everyday Financial Health
03
Meeting Summaries
Provides quick, AI-generated meeting summaries
04
Query Assistance
Offers AI-powered responses to queries about past meetings
05
Security
Enforces robust AI-backed encryption for data protection.
Our Impact
in Numbers
Facts & Figures
+1k
Business Helped
Over 1000 Businesses Supported
Time saving
Saved time in administrative time per client meeting
40%
10m
Debt Reduced
Managed in Debt Reduction
Client satisfaction rate
85%
Satisfied
about us
Empowering Financial Advisors with Artificial Intelligent
At Finavox, we believe in a balanced approach to financial advisory, where cutting-edge technology meets the personalized touch of traditional advising. Founded on the principle of making financial meetings more efficient and secure, Finavox integrates artificial intelligence to transform the way financial advisors interact with clients, manage data, and streamline operations.
about us
Balance Today, Secure Tomorrow, Thrive Always
We provide innovative solutions that simplify the complexities of financial meetings. With real-time transcription services, intelligent task management, and seamless CRM integrations, Finavox is dedicated to enhancing the advisory experience. Our tools are designed to ensure that advisors can focus on what they do best — advising their clients — while we handle the intricacies of data management and meeting logistics.
What Our Clients Say
"With Finavox’s robust security, I’m confident that our client data is safe and secure."
James Smith
"Finavox’s real-time data analysis has enhanced our capability to offer personalized, timely advice."
Derrick Hu
"Finavox's AI-driven features have significantly boosted my productivity by cutting down administrative time.
Sarah Nguyen
