At T3 2025, HIFON’s session explored how AI note-taking tools are transforming client meetings for RIAs by improving documentation accuracy, consistency, and compliance while allowing advisors to stay fully engaged with clients. Panelists from three firms—using platforms Jump, Mili, and Zocks— shared real-world experiences, including evaluation processes, implementation challenges, and measurable outcomes. Attendees gained practical insights into selecting and deploying AI meeting intelligence solutions to enhance client relationships, streamline workflows, and strengthen compliance.