Boost Your SMB Productivity with AI
Simplify your workflows, save time, and focus on what matters most with Evermind’s suite of intelligent tools.
Our AI-Powered Solutions
Evermind Wealth
Automate pre-meeting reports, client meeting notes, and post-meeting reports for financial advisors.
Evermind Notes
Never write meeting notes again. Upload your voice recordings and get detailed PDF notes with action items.
Evermind Sales
AI co-pilots for sales teams to reach more leads, conduct research, and focus on closing deals.
Wrestling with Admin Headaches?
Are time-consuming admin tasks preventing your small business from focusing on growth and client relationships?
- Time-consuming administrative tasks
- Difficulty in managing client information
- Inefficient sales processes
- Lack of actionable insights from meetings
We’ve got you covered.
Evermind AI leverages cutting-edge artificial intelligence to streamline your workflows:
- Automate note-taking and report generation
- Enhance client relationship management
- Boost sales team efficiency with AI co-pilots
- Extract actionable insights from every interaction
What our AI supercharged clients say…
"Evermind has revolutionized my practice. I've reclaimed 20+ hours a week and can focus on what truly matters - my clients."
"The automated report generation alone has saved me countless hours. Evermind is a game-changer!"
Frequently Asked Questions
- How does Evermind ensure compliance with regulatory requirements?
- Evermind is regularly updated to reflect the latest regulatory changes. Our system automates compliance checks and provides alerts for any potential issues, ensuring you stay compliant at all times.
- Can Evermind integrate with my existing CRM and financial planning software?
- Yes, Evermind is designed to integrate seamlessly with most popular CRM and financial planning software. We offer API connections and custom integrations to fit your specific tech stack.
- How secure is my clients' data with Evermind?
- We take data security very seriously. Evermind uses bank-level encryption, regular security audits, and complies with all relevant data protection regulations to ensure your clients' information is always safe and secure.
- What kind of support does Evermind offer?
- We offer 24/7 customer support, regular training sessions, and a comprehensive knowledge base. Our team of experts is always ready to assist you with any questions or issues you may have.
- How much time can I expect to save using Evermind?
- On average, our users report saving 20+ hours per week on compliance tasks and report writing. However, the exact time saved can vary depending on your practice size and current processes.
Ready to Boost Your Productivity?
Join thousands of SMBs already benefiting from Evermind AI's intelligent tools.
Learn how Evermind AI can transform your business operations.