Thyme is an AI-powered platform tailored for financial advisors, aiming to streamline operations and enhance client relationships. Key features include:
- AI Meeting Notes: Automatically generates transcripts, summaries, and follow-up emails from online, in-person, and phone meetings.
- Client Portal: Provides a secure platform for clients to manage tasks, exchange files, and track their portfolio.
- Automated Onboarding: Enables creation of customizable questionnaires with e-signatures and file upload capabilities.
- Document Intelligence: Transforms financial documents (1040s, W2s, etc.) into structured data and insights.
- CRM Integrations: Seamlessly integrates with existing CRM and online meeting tools.
- Billing: Integrated billing solution with ACH support.
Thyme helps financial advisors automate key workflows, improve client communication, and focus on high-value activities.
