Augment your workflows on one integrated, secure platform
Munin transcribes calls in real-time and provides financial advisors with just-in-time assistance to win over clients
Get answers about clients spanning decades of relationships and systems. All answers are grounded in the original source materials with citations to the most relevant sections
Automate workflows, from creating meeting summaries and tasks in your CRM, to advanced workflows completing paperwork, documentation, through to email marketing
Munin provides transparency into usage and efficiency gains. Support and track work done on the platform by advisors. Gain insights into the highest leverage action to grow your firm
