Peaks Research for AI Note Takers

The Oasis Group’s Peaks Research series provides in-depth reports on a range of industry service providers so that wealth management firms are more informed buyers. While the wealth management marketplace has several opinion-based research studies, The Oasis Group’s research is based on a comparison of the capabilities of each service provider as reported by the provider and their customers.

The second study of the research series is the Peaks Research for AI Note Takers and is sponsored by AdvisorEngine. The comprehensive report evaluates the role of AI Note Takers in the wealth management sector – specifically analyzing their impact on financial advisors and their teams – and provides an in-depth analysis on six AI Note Takers: FinMate, GReminders, Jump, Mili, Zeplyn, and Zocks.

This research assesses how these applications perform in real-world advisory environments, their integration with existing technology stacks, and their ability to support financial professionals in delivering personalized, high-value client service.

With AI usage on the rise in the industry, firms are increasingly exploring solutions that enhance advisor-client engagement without compromising security, compliance, or data integrity. The findings of this study provide valuable insights into the effectiveness of AI Note Takers and their role in the evolving landscape of wealth management technology.

Download the full report for free by filling out the form below. Thanks to AdvisorEngine, a provider of a complete wealth management platform for investment advisory firms, for sponsoring!