Bishop records your client meetings, generates AI-powered notes, extracts action items, drafts follow-up emails, and syncs everything to your CRM. Automatically.
In-person, phone, Zoom, Teams. One tap from your browser or phone. No app install needed.
Structured notes with key points, financial data, and personal details extracted automatically.
Tasks pulled from every meeting, assigned, tracked, and flagged when overdue. Nothing falls through.
Before every meeting, get an AI intelligence brief pulling from all past interactions.
AI drafts a professional follow-up after every meeting. Review, edit, send. Done.
Start every day knowing your schedule, due tasks, client birthdays, and priorities.
Not dumb alerts. Bishop says "Haines in 1 hour. His trust needs updating. Here's the prep. Birthday next week."
Bishop reads incoming email, flags urgent items, drafts responses, detects when prospects go cold.
Track every prospect from first contact to signed client. See where they fall off. Fix the leaks.
Automated email sequences for new leads, onboarding, annual reviews, and re-engagement.
Birthday cards, anniversary notes, annual review scheduling, onboarding steps — all automatic.
Tracks required contacts, missing documents, overdue reviews, regulatory deadlines. Alerts before problems.
Meeting notes and tasks sync back to your CRM. No copy-paste.
Audio is transcribed and deleted. AI processing uses zero-retention APIs. All data is encrypted and scoped to YOUR firm. No advisor can see another firm's data. Built for FINRA and SEC compliance from day one.
Limited to 10 DFW advisors. Be first to replace Jump and save 10+ hours per week.
We'll reach out within 48 hours to set up your Bishop account. In the meantime, check your email for next steps.