Columns

Turn client meetings into revenue. AI notes for financial advisors.

Turn meeting notes into revenue — instantly.

Columns is the AI meeting notetaker built for financial advisors who close. Every client meeting is a sales opportunity, and every missed follow-up is money left on the table. Columns captures the whole conversation, pulls out the objections, commitments, and next steps, and hands you the playbook to close before your client goes cold.

HOW IT WORKS
Tap once. Run your meeting. Columns does the rest.
By the time you walk out, you have:
• A full transcript of the conversation
• A clean summary with the points that matter
• Every objection the client raised — and the angle to handle it
• The next action to move the deal forward
• Everything tied to the right client in your history

STOP LOSING REVENUE TO BAD NOTES
The best advisors don't win on pitch. They win on follow-through. But follow-through dies when your notes are half-remembered scribbles, or when the detail that would have closed the sale got lost between the meeting and your next one. Columns ends that. Every conversation becomes a ready-to-action sales brief.

• Close faster — walk out of a meeting with the next step already written
• Close more — every objection is captured and answerable
• Close bigger — spot the upsell cues you'd miss if you were typing
• Compound every meeting — your client history builds itself, so every call is better than the last

BUILT FOR THE WAY YOU SELL
Financial services vocabulary is baked in. Insurance product names, policy terms, wealth-planning concepts — Columns knows them. No more fixing transcripts full of mis-heard jargon.

PRIVACY
Your recordings and notes are private to your account. Audio and transcripts are encrypted in transit and at rest. You can delete anything, any time.

PAIRS WITH COLUMNS ON THE WEB
Open https://columns.pro for the full picture. The web app gives you the complete client profile —every meeting, every transcript, every summary, every objection, all in one timeline per client.

Sign in with Google on the app and at https://columns.pro — your recordings sync instantly.