Voice to Text for Financial Advisors
You spend your days building client relationships and planning their financial futures. Documentation shouldn't slow you down. Blurt lets you capture meeting notes, draft financial plan summaries, and update your CRM by simply speaking. Hold a button, say what you need, release. Text appears in Redtail, Wealthbox, Outlook, or anywhere else you work. No transcription backlogs. No compliance gaps. Just talk and document.
The Typing Problem
Typing meeting notes after every client conversation
You just finished an hour-long review with the Hendersons about their retirement timeline. Now you need to document everything discussed — the Social Security timing question, the Roth conversion concerns, their hesitation about annuities. Typing it all out takes another 30 minutes. By your fourth meeting of the day, your notes become bullet points that miss critical context. Six months later, you're scrambling to remember what they actually said.
Financial plan documentation that takes forever
The financial plan is built in your software. But the narrative sections — the executive summary, the recommendations rationale, the risk discussion — still need to be written. You know exactly what to say. You could explain it to the client in 10 minutes. But typing those same words takes an hour of staring at a blank document. So the narratives stay thin, and clients get less context than they deserve.
Compliance documentation you keep putting off
Every recommendation needs documentation. Every trade needs rationale. Every client conversation should be logged. You know the SEC and FINRA expect thorough records. But between managing portfolios and actually meeting with clients, documentation becomes the task that gets squeezed. You're one audit away from realizing those sparse notes aren't going to cut it.
Client emails that sound robotic or take too long
Mrs. Chen wants an update on her portfolio after the market dropped. You could send a quick template, but she deserves a personal response. Writing something warm and professional takes 15 minutes you don't have between meetings. So you send something short and impersonal, or worse, you don't respond until tomorrow. Neither builds the relationship you've worked years to develop.
CRM updates that never happen
Your CRM is supposed to be your single source of truth. But updating contact records, logging activities, and adding meeting notes means endless typing into tiny fields. By Friday, you have a week of meetings that never made it into Redtail or Wealthbox. Your assistant can't prepare for next week's calls because the information is still in your head or scattered across legal pads.
How It Works
Blurt works everywhere financial advisors work — Redtail, Wealthbox, Salesforce, Outlook, Word, your financial planning software. Anywhere you can type, Blurt can insert text.
Hold your hotkey
Press your chosen keyboard shortcut. A small indicator shows Blurt is listening.
Speak naturally
Dictate your meeting notes, email draft, or CRM update. Blurt handles punctuation and financial terminology.
Release and done
Text appears at your cursor. No copying, no pasting, no extra steps. Move on to your next task.
Real Scenarios
Capturing client meeting summaries immediately after
The Johnsons just left your office after discussing their estate plan. Walk them out, return to your desk, hold your hotkey and speak: 'Met with Robert and Linda Johnson regarding estate planning. They want to update beneficiaries on retirement accounts after daughter's divorce finalized. Discussed ILIT for life insurance. Robert concerned about estate tax thresholds, suggested we revisit after 2026 sunset provisions become clearer. Follow up in 90 days.' Complete notes captured in 30 seconds while the conversation is fresh.
Drafting financial plan narrative sections
The Monte Carlo analysis is done but the client-facing summary needs writing. Instead of typing, hold and speak: 'Based on our analysis, you have a 94% probability of meeting your retirement goals with your current savings rate. However, I recommend increasing your 401k contribution by 2% to provide additional margin of safety given your goal of retiring at 62.' Three paragraphs dictated in the time it takes to type one sentence.
Documenting trade rationale for compliance
You just rebalanced three accounts and need to document why. Hold your hotkey: 'Rebalanced Smith IRA to reduce equity allocation from 75% to 65% per updated risk tolerance discussion on December 15th. Client approaching retirement in 4 years and requested more conservative positioning after recent volatility. Moving proceeds to intermediate bond fund per investment policy statement.' Compliance documentation complete in seconds, not minutes.
Sending personalized client update emails
The market dropped 3% and your clients are nervous. Hold and speak to draft a quick, personal email: 'Hi David, I saw the market news and wanted to reach out. Days like this are exactly why we built your portfolio with a conservative allocation. Your bonds and cash position are providing stability while stocks recover. Let me know if you want to chat, but no changes are needed. Talk soon.' Personal touch preserved, response time measured in minutes not hours.
Updating CRM contact records after calls
You just finished a prospecting call and need to log it before the next one. Open the contact record, hold your hotkey: 'Spoke with prospect Margaret Williams, referred by Tom Chen. She is recently widowed, looking for help managing inheritance and pension decisions. Currently with Edward Jones but unhappy with lack of communication. Scheduling discovery meeting for January 15th.' CRM updated before you forget a single detail.
Writing referral thank-you notes
Tom Chen just sent you his third referral this year. He deserves more than a form letter. Hold and dictate: 'Tom, thank you so much for connecting me with Margaret Williams. I spoke with her yesterday and she seems like a wonderful fit for our practice. I really appreciate you thinking of me, and I hope you and Susan are enjoying the holiday season. Let's grab lunch in the new year.' Genuine appreciation, written in 20 seconds.
Recording market commentary for clients
You want to send clients a quick market update but writing a newsletter takes hours. Hold and speak your thoughts: 'This week the Fed signaled they may hold rates steady through Q1, which explains the rally in growth stocks. For our clients, this reinforces our decision to maintain current allocations rather than chasing the AI-driven rally in large caps. Bonds continue to offer attractive yields for income-focused portfolios.' Market commentary captured while your insights are fresh.
Why financial advisors choose Blurt over built-in dictation
| Blurt | macOS Dictation | |
|---|---|---|
| Activation | Single hotkey, instant start | Click microphone icon or press Fn twice |
| Speed | Text appears in under 500ms | 2-3 second delay before transcription |
| Financial terms | Handles RMD, ILIT, 401k, annuity, fiduciary accurately | Frequently mangles industry terminology |
| Reliability | Consistent accuracy across sessions | Often fails silently or requires internet |
| Privacy | Audio processed securely, never stored | Sent to Apple servers for processing |
Frequently Asked Questions
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