The Future of Financial Advisory Meetings with Thyme

Thyme is a groundbreaking start-up focused on enhancing meeting intelligence for financial advisors. Founded in 2024 and based in San Francisco, Thyme was created by Daniel Lantz and Fernando San Martin, who recognized a significant challenge in the financial advisory sector: the difficulty of keeping track of insights, notes, and tasks during online meetings. Financial advisors need to stay engaged in their calls while managing detailed documentation, a task that can be overwhelming and prone to errors.

Thyme addresses this issue by offering advanced transcription, summarization, document parsing, and synchronization with other tools used by financial advisors. By integrating seamlessly with platforms like Wealthbox and Redtail, Thyme saves its users hours each week and enhances the quality of their client relationships through better notes and organized tasks.

Who Are the Founders of Thyme?

Daniel Lantz and Fernando San Martin are the active founders of Thyme. Daniel Lantz, originally from Texas, currently resides in Richmond, VA. With a background as a software engineer at companies such as Capital One, trovata.io, and meetcampfire.com, Daniel brings extensive technical expertise to Thyme. In his personal time, he enjoys Brazilian Jiu-Jitsu, chess, and spending time with his wife and son.

Fernando San Martin is an electrical engineer from Spain who moved to San Francisco to start his career. He has worked at the intersection of finance, software, and data at organizations like Capital One, Zippi, and Trovata. Fernando's broad experience in these fields has equipped him with the skills necessary to lead Thyme's non-technical operations. Outside of work, he enjoys learning new languages, playing chess, and traveling.

How Does Thyme Improve Meeting Efficiency?

Thyme's core functionality revolves around improving the efficiency and effectiveness of online meetings for financial advisors. The platform utilizes state-of-the-art AI to transcribe meetings, create searchable timelines, and summarize the content. This means advisors can focus on the conversation without the distraction of taking detailed notes.

The transcription feature captures every word of the meeting, providing a complete and accurate record. The summarization tool distills the meeting's key points, preparing advisors for future meetings with concise summaries. These features ensure that no important detail is missed and that advisors can quickly review past meetings.

What Security Measures Does Thyme Implement?

Security is a top priority for Thyme. The platform uses end-to-end encryption to protect data during transmission and implements robust security measures for data at rest. This commitment to security ensures that sensitive client information remains confidential and protected from unauthorized access.

Financial advisors can trust Thyme to handle their data with the utmost care, knowing that the platform adheres to the highest security standards. This focus on security not only protects client information but also builds trust between advisors and their clients.

How Does Thyme Synchronize with Other Tools?

One of Thyme's standout features is its ability to synchronize seamlessly with the rest of the advisor's tech stack. By integrating with popular CRM platforms like Wealthbox and Redtail, Thyme ensures that all meeting notes, tasks, and documents are automatically synced with the advisor's existing systems.

This synchronization eliminates the need for manual data entry, reducing the risk of errors and saving advisors valuable time. Tasks identified during meetings are pushed to the CRM, ensuring that follow-ups are not forgotten and that client interactions are tracked efficiently.

What Document Parsing Capabilities Does Thyme Offer?

Thyme also excels in document parsing. The platform can parse documents such as 1040 forms and W2s, converting them into exportable CSV files. This feature streamlines the process of handling complex financial documents, making it easier for advisors to analyze and use the information.

By automating the parsing of documents, Thyme reduces the administrative burden on financial advisors and allows them to focus on providing value to their clients. This capability is particularly useful during tax season or when handling large volumes of client documents.

How Do Users Benefit from Thyme?

Thyme users report significant time savings and improved note quality, which enhance their client relationships. The platform's features allow advisors to focus on what matters most: their clients. By handling the administrative aspects of meetings, Thyme enables advisors to provide more personalized and attentive service.

Scott Boyles, a Certified Financial Planner (CFP), praises Thyme for saving him hours each month. He highlights the ease of setup and the effectiveness of the summarization feature, which allows him to ask plain questions about previous conversations and receive accurate responses.

What Is Thyme’s Mission?

Thyme's mission is to provide financial advisors with better software solutions. The founders, Daniel Lantz and Fernando San Martin, leverage their extensive experience in financial software development to create a platform that addresses the unique challenges faced by advisors.

By focusing on meeting intelligence, Thyme aims to transform the way financial advisors conduct and manage their online meetings. The start-up's dedication to innovation and user-centric design ensures that advisors have the tools they need to succeed in a competitive and demanding industry.

What Are the Future Plans for Thyme?

Looking ahead, Thyme plans to continue enhancing its platform with new features and integrations. The start-up is committed to staying at the forefront of meeting intelligence technology, continually improving its offerings based on user feedback and industry trends.

The founders envision Thyme becoming an indispensable tool for financial advisors worldwide, helping them to streamline their operations and deliver exceptional client service. As the platform evolves, Thyme will remain focused on its core mission of making advisory meetings more efficient and effective.

Why Should Financial Advisors Choose Thyme?

Financial advisors should choose Thyme because it offers a comprehensive solution to the challenges of managing online meetings. With its advanced transcription, summarization, document parsing, and synchronization capabilities, Thyme saves advisors time and improves the quality of their client interactions.

The platform's robust security measures ensure that client data is protected, and its seamless integration with existing tools enhances productivity. By choosing Thyme, financial advisors can focus on what they do best: advising their clients and growing their business.