Native connectors for financial CRMs and calendar systems, plus Zapier support for integration with over 5,000 additional applications.
Discover integrations organized by functionality to enhance your advisory practice
Seamlessly sync client data, meeting notes, and follow-up tasks with your existing CRM platform.
Automatically schedule follow-ups and sync meeting details with your calendar applications.
Connect with video conferencing, messaging, and email platforms for unified communication.
Export data to business intelligence tools for comprehensive practice performance analysis.
Ensure regulatory compliance with integrated archiving, audit trails, and security monitoring.
Update financial plans and portfolios based on client conversations and changing circumstances.
Most popular integrations used by financial advisory professionals
API integration capabilities with FSC for comprehensive client lifecycle management and automated data synchronization.
API integration capabilities with Redtail's advisor-focused CRM for client data management and workflow automation.
API integration capabilities with Wealthbox CRM for client data management and workflow synchronization.
Enterprise-grade integration with Dynamics 365 for comprehensive business process automation and client management.
API integration capabilities with HubSpot CRM for contact management and workflow automation.
Connect to numerous applications through Zapier, enabling custom workflows and automations for any business process.
API integration capabilities with Zoom for meeting recording, transcription, and analysis.
API integration capabilities with Teams and Outlook for calendar sync and meeting transcription.
API integration capabilities with Google Calendar for scheduling and Google Meet for transcription.
Automatically update financial plans based on client conversations and changing life circumstances.
Dynamic risk tolerance updates based on client conversations and portfolio performance discussions.
Portfolio management integration for real-time account updates and trade execution workflows.
Get up and running with your favorite tools in minutes, not hours. Our streamlined setup process ensures seamless connectivity with your existing technology stack.
Build custom integrations and extend MeetingMint functionality with our comprehensive API
Comprehensive API documentation with interactive examples, authentication guides, and endpoint references for custom integration development.
Pre-built software development kits for popular programming languages including Python, JavaScript, C#, and Java to accelerate development.
Real-time event notifications for meeting completion, analysis updates, and integration status changes.
Secure, industry-standard authentication protocols for all API access and third-party integrations.
Comprehensive rate limiting, usage analytics, and performance monitoring for enterprise-grade reliability.
Need a custom integration that's not available in our marketplace? Our professional services team can build bespoke integrations tailored to your specific workflow requirements.
Connect the Financial Transcription Service with your existing technology stack
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