Verlo Logo
The AI Assistant for Financial Advisors

Save 15 Minutes on
Every Client Review

Turn 60 minutes of conversation into compliant CRM notes instantly. Verlo listens to your calls and updates Redtail, Wealthbox, or Salesforce automatically—so you can stop typing and start advising.

No credit card required SOC2 Compliant
Zoom Meeting
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✓
Syncing...
The Problem

The "End-of-Day" Dread is Real.

You’re doing 6–10 client calls a day. When do you find time to document them?

🌙

The Evening Shift

Spending your nights re-watching recordings and typing notes instead of being with your family.

🤹

The "Multi-Tasker"

Scrambling to type during the call, missing the nuances, eye contact, and real connection with your client.

"If it’s not in the CRM, it didn’t happen." — Your Compliance Officer

Let AI Do The Paperwork

We don’t just transcribe. We analyze financial conversations and sync them where they belong.

🎧

1. Capture

Verlo automatically joins your Zoom client calls (or ingests uploads). No buttons to press, no distractions.

🧠

2. Understand

Our AI is trained on financial advice. It identifies portfolio changes, risk profile updates, and beneficiary adjustments.

🔗

3. Sync

We push a clean, structured note and a list of tasks directly into Redtail, Wealthbox, or Salesforce. You just review.

🛡️ Compliance-Grade

Make your CCO your best friend.

Stop worrying about documentation standards. Get a consistent, time-stamped summary for every single interaction.

  • Standardized note format across the whole firm
  • Document recommendations & risk discussions
  • Proof of "Best Interest" captured automatically
Compliance Audit Log
Exported: Just now
10:42 AM
RISK TOLERANCE UPDATE
Client confirmed shift from Aggressive to Moderate Growth due to upcoming retirement.
10:45 AM
RECOMMENDATION
Advisor proposed diversifying into muni bonds.
10:48 AM
CLIENT PUSHBACK
Client expressed concern about liquidity lock-up period.
⏳
45+
Minutes Saved Per Day
Admin Work Client Time
⚡ Efficiency

Win Back Advisor Time

Your time is for advising, not typing. Advisors save an average of 5–10 minutes per meeting using Verlo.

  • Eliminate the "Note Backlog" forever
  • Focus on revenue and relationships
  • Go home to your family on time

"Why can't I just use a generic AI bot?"

Because generic bots don't understand your business.

Feature
Generic AI Notetakers
Verlo for Advisors
Output Format
"Wall of text"
Structured CRM Fields
Domain Knowledge
Doesn't know what a "Roth IRA" is
Understands Tax Wrappers
Data Location
Separate dashboard silo
Lives in Redtail / Wealthbox
Security
Generic
FINRA / SEC Compliance

FAQ

Will this replace my notes completely?

You stay in control. Verlo drafts the notes and tasks so you can review/edit in seconds instead of writing from scratch. Think of it as a 90% done draft waiting for your approval.

Is my client data secure?

Absolutely. We are built for the financial services industry with enterprise-grade encryption and SOC2 compliance standards.

We already record Zoom calls. Why do I need this?

Recordings are where information goes to die. You can't search a video file for "beneficiary change" easily. We extract the data you need and put it into the fields you actually work in.

Ready to stop typing and start advising?

Join the advisors saving 45+ minutes a day with Verlo.

Book Your 15-Minute Demo
Integrates seamlessly with:
Redtail Wealthbox Salesforce