Munin AI offers an AI‑powered workflow that captures financial advisor meetings using customizable templates, automatically structures the data, and generates draft follow‑up emails, action items, and summaries. The platform stores all outputs in a searchable client profile, enabling quick retrieval of past meeting details and consistent documentation across interactions.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors spend significant time documenting client meetings, extracting key decisions, and drafting follow‑up communications, leading to inconsistent records and delayed client outreach.
Solution
Munin AI provides an AI‑driven workflow that captures meeting information through advisor‑defined templates, automatically structures the data, and generates ready‑to‑send follow‑up emails, action items, summaries, and notes immediately after each call. The platform stores this information in a searchable client profile, enabling advisors to retrieve past details quickly and maintain a consistent documentation process across all interactions.
Target Audience
Primary users are financial advisors and wealth‑management professionals who conduct regular client meetings and need efficient documentation and follow‑up tools.
Features
- Customizable meeting templates that guide real‑time data capture of decisions, risk profile changes, goals, and next steps
- Automatic extraction of template data into structured notes, action items, meeting summaries, and draft follow‑up emails
- Searchable client‑level history with past meetings, key details, uploads, and a chat‑style query interface for quick fact retrieval
- One‑click sending of draft follow‑up emails with the ability to edit before dispatch
- Centralized storage that links all meeting outputs to the corresponding client record for continuous relationship building