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Win more business from every client conversation

Siro is AI for financial services sales teams. It records client meetings in the office, at the client's home or business and at events, then coaches every advisor on what your best ones do differently.

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Recording42:18

12:05 · Realtime

Ask about seasonal cash flow

Scorecard

20/25
  • Asked the needs questions
  • Presented every option that fits
  • Set a clear next step

Notes

  • Payroll runs on the 1st and 15th
  • Wants to compare fees
Synced to Salesforce

  • Bankers, advisors and agents

    More time with clients, less time typing into the CRM

  • Sales managers

    Coach every advisor without sitting in on every meeting

  • Leaders

    The same client experience in every office and region, tied to conversion and retention

Stop coaching advisors from meeting notes and the odd field visit.

Field visits, kickoff trainings and meeting notes show you what was said. Without knowing what your best advisors do differently, coaching is guesswork, and every new framework fades by the next quarter.

  • A top advisor no one can copy

    Your highest converters can't explain what they do, so it never reaches the rest of the team.

    Your best advisor, in every office

    Siro finds what top advisors ask and say in real client meetings, and turns it into examples and practice for everyone.

  • A framework that fades after kickoff

    The new advice model launches at the sales meeting, then every office and region runs it its own way.

    Your framework, measured on every meeting

    Every client meeting is scored against your own advice process, so you see which office drifts, and on which step.

  • Data trapped in the meeting

    Advisors are on to the next client before their notes reach your CRM.

    Cust
    Rep
    Cust
    Rep
    Cust
    Client needsObjectionNext step

    Your CRM fills itself

    Notes, fields and follow-ups fill in from every meeting, so every recommendation starts from complete information.

Your AI note-taker writes the summary, while Siro improves the next meeting.

An AI note-taker stops at a summary. Siro evaluates and scores every client meeting against your own advice process, coaches each advisor on their own meetings, and shows leaders what top advisors do differently.

Record

Know what's said in every client meeting

  • Hear every meeting in or outside the office, plus the calls in between, without sitting in.

  • Record securely: Siro is SOC 2 Type II compliant, and conversations are never used to train AI models.

  • See what clients ask about, their objections and the competitors they mention, office by office.

Learn more about Record
An advisor and a colleague smile over a laptop at a meeting table

Maple Valley Bakery

Chris, Maple Valley Financial, Downtown office

  1. Tue 9:30 AM

    First meeting at the bakery

    38:12

  2. Thu 2:00 PM

    Needs review in the office

    42:18

  3. Mon 11:15 AM

    Follow-up call: fees

    12:40

Run

More time with clients, less in the CRM

  • Notes, fields and follow-ups land in your CRM without advisors typing them.

  • Every recommendation and quote starts from complete information.

  • Context carries through every handoff, from an event to the follow-up team.

Learn more about Run
An advisor and a client shake hands over a desk with a laptop and a printed chart

Meeting summary

Maple Valley Bakery

  • Payroll runs on the 1st and 15th, cash is tight in winter
  • Wants to compare fees before opening accounts

Drafted follow-up

Hi Ana, thanks for walking me through the bakery's cash flow today. Here's the fee comparison you asked for…

Synced to Salesforce
Evaluate

See which conversations win business

  • Score every meeting against your own advice framework.

  • Tie behaviors to conversion and retention, not a generic rubric.

  • Compare offices and regions against your best one.

Learn more about Evaluate
An advisor reviews notes on a clipboard with two colleagues in a glass-walled office

Scorecard

Maple Valley Bakery

20/25

  • Asked the needs questions for this type of client

    5/5

  • Presented every option that fits

    4/5

  • Handled the objection with the approved answer

    4/5

  • Captured complete information for the recommendation

    5/5

  • Set a clear next step

    2/5

Improve

Every advisor selling like your best one

  • New advisors ramp on top performers' real client meetings.

  • Advisors practice the objections they'll hear with AI roleplay.

  • Managers coach from every meeting, not the few they attend.

Learn more about Improve
An advisor smiles at his phone at his desk in an open office

12:05

Siro · Realtime

Ask about seasonal cash flow

Recording

Ask questions about every client meeting in every office.

Sales leaders get answers from every conversation in seconds, instead of waiting on call reports.

Ask Siro

What do you want to look at today?

Pick a question to see Siro answer.

What sales teams love about Siro

I'm a huge fan of this software. It'll coach you exactly where you need to be coached.

Chris Heitz

New Home Guide, Kolter Homes

I asked why we're getting so many canceled contracts, and it says buyers like the product, but they feel rushed into a price they didn't expect.

Brad

Regional Sales Manager, Sunbelt Home Solutions

Siro probably lets me do 60% more training work.

Abby Wheeler

F&I Director, Viva Fiesta Auto Group

Help your advisors feel comfortable recording client meetings.

Our guide to rolling out conversation recording covers consent, what advisors say at the start of a meeting, and how to bring a hesitant team along.

Related Articles

FAQ

Yes, when it's done correctly. In two-party consent states, the client needs to know before recording starts, and most advisors mention it in one line at the start of the meeting. Your team sets the consent language. Our state-by-state guide covers the details. Confirm your policy with your legal and compliance team.

Yes. Siro captures in-person meetings, calls placed from the Siro app and video meetings, so every client conversation sits in one record.

Yes. Siro fills in notes, fields and follow-ups in the CRM your team already uses, so advisors don't type up every meeting. See all integrations.

No. Siro never uses your conversations to train AI models, and you control how long recordings are kept.

Yes. Siro turns real client meetings into feedback, practice and examples from your best agents, so training is built on how your team actually sells rather than a generic course.

Yes. Siro is built on your advisors' real client meetings: it scores each one against your own advice process, coaches every advisor on their own meetings, and lets new advisors learn from your best ones.

A note-taker writes up the meeting. Siro does that too and fills in your CRM, then scores every meeting against your own advice process, coaches each advisor on their own meetings, and answers questions across every office with Ask Siro.

See what happens in your client meetings.

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