Notes from building SumaFlow.
Lessons from twenty years inside enterprise systems, the products we're building, and the philosophy behind them.
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AI meeting minutes for financial advisors: a Reg BI-friendly approach
Private, on-device AI meeting minutes for financial advisors who can't send client conversations to the cloud — a Reg BI-friendly documentation workflow.
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How to take faithful client meeting minutes without losing eye contact
You can't take good notes and stay present at once. How to keep a faithful record of a client meeting while staying in the room.
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Recording client meetings: what FINRA, SEC, FCA, and ASIC actually require
A plain-English look at what FINRA, the SEC, the FCA, and ASIC actually require for client records and communications — and what they don't.
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I built SumaFlow Minutes so no one could sell your meetings
SumaFlow Minutes is out of beta, and there's now a Pro tier. Here's why it exists — and why paying for it is the most private thing about it.
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Why SumaFlow
Twenty years inside enterprise data systems showed me what was broken. SumaFlow is what I'm building in response.
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