Agentic AI for RIAs —Grow Faster Without Hiring
Impruve is not just another AI notetaker. Our intelligent automation turns your conversations into a living knowledge base, prioritizes your key actions, and strengthens client relationships—without extra effort.
Grow smarter, serve more clients, and reclaim your time.
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Automated Actions for Client Growth
Impruve captures all your internal and client to-dos, instantly drafts follow-ups, and prioritizes high-impact actions using conversational intelligence—so you can focus on growing your practice.


Turn Conversations into a Living Knowledge Base
Advisors have hundreds of valuable conversations each year—but that knowledge is often lost. Impruve automates knowledge capture, synthesizing insights across meetings to create a self-generating, evolving system of record.
The Missing Link Between CRM & LinkedIn
Traditional CRMs only track sales-qualified leads and require constant manual updates, while LinkedIn connections are too broad to manage real relationships. Impruve’s Relationships IQ fills the gap—running in the background with zero input required to track meaningful interactions, suggest the best time to reconnect, and even draft personalized follow-ups. Every conversation is automatically logged into a rapport drawer, keeping relationship history at your fingertips so you can nurture your network effortlessly.

Capture Insights On the Go
RIAs are always thinking ahead—even when away from their desk. Impruve’s voice-to-text submission lets you quickly capture tasks, client notes, and key insights on the move. Whether it's a follow-up reminder or a new client strategy, just speak it, and Impruve logs it, prioritizes it, and integrates it into your workflow—no manual entry needed.

Integrate AirEcho for enhanced video and audio
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Integrate now
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Optimize results
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Boost engagement
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Increase efficiency
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Happy customers
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Elevate your video with royalty-free elements

Want to know more?
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Enhance your media experience
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Client Trust, Privacy, & Data Security Is Imperative
AI-augment your business while knowing your data is secure.

Privacy Assurance
Only you have access to your content, ensuring complete privacy.

Control
You decide who can view meeting content, giving you complete visibility management.

Data Encryption
Your data is shielded with advanced, enterprise-grade security protocols for maximum protection.

AI Protection
Your data remains confidential and is never used for AI model training.