The Team

Jacob Tucker (CEO) was one of the first investment analysts hired to work on the BCRED product at Blackstone, which revolutionized access to alternative investments for individual and private wealth investors. He received an M.S. in Computer Science and B.A. in Economics from The University of Chicago.

Rohan Prashant (CTO) is a former Microsoft software engineer instrumental in developing AI features. He received a B.S.E. in Computer Science from the University of Michigan.

Together, they have brought their expertise to create an AI Meeting Assistant in collaboration with dozens of Registered Investment Advisors (RIAs).

One of the Most Annoying Things About Being A Financial Advisor

Financial Advisors manage dozens of clients with differing financial profiles, plans, and needs. Most RIAs we have collaborated with meet with clients on a quarterly basis, at a minimum.

Taking detailed and compliant notes during meetings occupies 40% of an advisor’s focus on average, or requires an extra person in the meeting just to take notes.

In addition to the stacks of notes to organize, each client meeting also requires copious prep time to refresh on past interactions, as well as manual data entry into a CRM following the meeting.

Combined, these tasks often take seven work weeks or more per year of an advisor’s time.

Save Time, Get Compliant, and Improve Your Client Experiences with Winford

https://www.youtube.com/watch?v=LT92E0GtNc0

Winford connects to your existing meeting provider (e.g. Zoom, Teams, WebEx) without a meeting bot and automatically takes detailed notes on your client meetings in your style. Use our mobile-compatible site to capture in-person meetings.

Our platform provides you with full control to configure certain security features, including the ability to ensure no recordings are stored.

Ahead of an upcoming client meeting, easily access notes from past interactions, and even view customized one-pagers and draft meeting agendas to help you get prepared.

When you provide our team with sample follow-up emails in your firm’s format, we create customized templates that tee up follow-up emails leveraging key meeting points.

Your tech stack (e.g. Salesforce) is linked directly to Winford based on your own customized settings - so your data is right where you need it.

We also provide unique analytics to help you better understand and recall client sentiment. For instance, review moments where clients positively or negatively reacted to new information, as well as access a compiled list of client questions and post-meeting action items.

Our Ask

If you know any financial advisors, RIA team members, or others who work in the advice space, please put us in touch. We’ll get back to you very quickly at founders@winfordwealth.com.

If you yourself fall into one of those categories, please reach out! We’re happy to provide you with a 30-Day free trial!