Advice, Amplified.
The AI workspace that gives wealth managers 10+ hours back every week. Automated prep. Hands-free notes. Effortless follow-ups.
Integrates with your favorite tools
Advisors spend 80% of their time on admin.
Post-meeting paperwork per client
Client data across 5+ systems
Follow-ups that fall through the cracks
Geniva changes that.
From Meeting to CRM
In Seconds
Watch how Geniva transforms your client meetings into actionable workflows automatically
Step 1
Live Meeting
Step 2
AI Summary
Step 3
Tasks Created
Step 4
Intake Sent
Estate Planning Form
Step 5
CRM Synced
Workflow Complete
45 minutes saved
Step 1
Live Meeting
Step 2
AI Summary Generated
Step 3
Tasks Created
Step 4
Intake Form Sent
Estate Planning Intake Form
intake_form.pdf
2.4 MB
Step 5
CRM Synced
Complete
45 min saved
Everything you need. Nothing you don't.
Walk in prepared.
AI-generated briefings pull key context from past meetings, follow-up status, and client history—delivered before every call.
Upcoming: Sarah Mitchell
Portfolio Review - 2:00 PM
Last Meeting
Estate planning discussion - Dec 15
Open Tasks
Send beneficiary forms (3 days overdue)
Key Topics
Retirement timeline, tax strategy
Suggested Talking Points
Review Q4 performance, discuss RMDs
One source of truth.
Every client, every meeting, every note—in one place. Finally.
Sarah M.
John D.
Emily R.
Focus on the conversation.
Our AI joins your Zoom, Meet, or Teams call as a silent assistant. Or upload recordings from in-person meetings. Either way, you get transcripts, summaries, and action items—automatically.
Nothing slips through.
Action items are extracted, tasks are created, and your CRM stays current—without lifting a finger.
Works with your stack.
Two-way sync with Wealthbox. Redtail and Salesforce coming soon.
How it works
Get up and running in minutes, not weeks.
Connect
Link your calendar and CRM in 2 minutes.
Meet
AI prepares you before, captures during.
Act
Summaries, tasks, and CRM updates flow automatically.
Enterprise security. Built in.
Your client data is encrypted, never used for training, and protected by industry-leading standards.
SOC 2 Compliant
Enterprise-grade security standards
256-bit Encryption
Data encrypted at rest and in transit
Your Data Stays Yours
Never used for AI model training
Plays nice with your tools.
Connect your existing workflow in minutes.
Meetings
Calendar
CRM
Ready to reclaim your time?
Join the advisors saving 10+ hours every week.