In his awesome Nerd’s Eye View blog, Michael Kitces recently wrote:
In the long run, it seems clear that AI Meeting Notes tools are here to stay. In fact, with their increasingly comprehensive coverage of the entire client relationship, perhaps the biggest question is simply whether they'll remain standalone tools or, instead, if CRM systems for financial advisors will eventually offer their own built-in versions (since that's where the rest of the data about client relationships already resides!?).
We couldn’t agree more—and Michael Kitces’ comments are proving to be prescient. This week we introduced Parrot AI™ by Advisor360°—our smart, secure AI assistant that’s available both as a standalone solution and natively integrated into our CRM, Tandem, which already supports over 100,000 advisors and 3 million households.
But make no mistake: Parrot is much more than just a notetaker.
We’ve all seen the power of generative AI, but our feeling has always been that the best AI for business is an AI that knows your business. It should understand your market. It should know your clients. It should know your firm—its values, policies and procedures. This way, it can do work on your behalf—like writing a follow-up email, automating onboarding or proposing marketing campaigns. By knowing your business, it can do that work the way you’d like it done.
Here’s what sets Parrot AI by Advisor360 apart:
It listens. Join Zoom, Teams, Meet, or record in-person conversations—Parrot captures it all.
It acts. Meeting summaries, CRM updates, follow-up reminders—it all happens in seconds.
It learns. From every client interaction, Parrot gets smarter—surfacing insights and helping you personalize service at scale.
It supports. From writing follow-ups to helping draft marketing campaigns, Parrot understands your clients and automates meaningful next steps.
So, yes, Parrot will attend your meetings. It will take notes. It will summarize those meetings. It will post those notes to your CRM.
But more importantly, it learns about your clients from meetings and other touchpoints and applies that knowledge so that you can automate a ton of other tasks.
The CRM industry is using the term “AI-native CRM” to refer to this concept of using AI to reimagine how you interact with your customer data.
We prefer to think of it as the most helpful assistant you could ever imagine.
