🌿 Thyme Launches: Meeting Intelligence for Financial Advisors

🌿 Thyme recently launched!

^{"Thyme uses meeting transcription, and intelligent document parsing to allow you to focus on what matters."}

^{TL;DR Thyme enables financial advisors to run 10x better meetings. They cover meeting prep, transcription, summarization, CRM syncing, and document parsing. Please introduce Thyme to any financial advisor in your network!}

_‍^‍
_‍Founded by Fernando San Martin & Daniel Lantz‍‍, who have worked together at Capital One, trovata.io, Campfire (YC S23) and are now Thyme co-founders. Their mission is to build better software tools for financial advisors.

❗ The Problem

Financial advisors spend hours every day preparing, running, and following up on client meetings. Their attention is split between engaging with the client and taking meaningful notes, and often, these notes are incomplete or non-existent.

‍

After finishing the meeting, the advisor has to expand on the few scattered words that they jotted down to create follow-up tasks and update their CRM with the new client insights.

✅ Solution

Thyme solves all of the above. With Thyme's app, advisors can see their upcoming meetings, for which they can prepare by viewing a holistic profile about the client and even asking natural language questions.

Once in the meeting, the app uses state-of-the-art AI technology to transcribe, summarize, generate action items, and draft follow-up emails.

‍

Finally, Thyme's powerful integrations with the rest of the advisors’ tech stack allow for initiating workflows and sending tasks and notes to other systems. Any financial documents submitted by the client are parsed and integrated into their profile.

Users describe the solution as a game-changer that saves them hours each week while creating much richer and more accurate notes and tasks that sync seamlessly with their stack.

‍
Learn More_‍

<sub>🌐 Visit www.meetthyme.com to learn more

🤝 If you know of any financial advisors in your network, ask them if they would be interested in chatting. Here is a potential blurb you can use to introduce them: "Thyme is changing how financial advisors run online meetings. Would you like to hear more directly from the team?"

👍 Like and re-share the public launch with your network.

💬 Reach out at here if you have ideas or suggestions or would like to meet.

🎉 Upvote, comment, and follow Thyme on LinkedIn</sub>

‍