Great Meetings Fade Fast
You have a phenomenal client call, but the momentum dies because your firm lacks unified email management software to instantly push those insights into a follow-up action.
Intelligent Client Communications
CONVERSATIONS DON'T STOP
AT THE INBOX.
THEY EVOLVE.
Your client interactions span voice and text. Strata unites them, serving as your dedicated ai email assistant and meeting intelligence hub to track and automate every conversation seamlessly.
Live
Context Mapping
Auto
Email Replies
$97
Per Month
The Communication Gap
DISCONNECTED TOOLS RUIN
GREAT CONVERSATIONS.
Inbox Clutter Hides Priority
Without an effective email triage software, crucial conversational threads get buried. You waste hours scanning emails instead of advising clients.
Rigid Templates Fail
Using basic email template software makes you sound robotic. Clients expect conversational empathy, but writing highly personalized emails from scratch is unscalable.
The Tone is Lost
A client emailed with underlying anxiety, but without a sentiment analysis email tool, your team might reply with the wrong tone, missing a key opportunity to reassure them.
Intelligent Conversations
TURN YOUR CHAOS INTO AN
INTELLIGENT INBOX.
01
AI Powered Email
Deliver an ai powered email experience. Strata connects your spoken meetings directly to your inbox, turning disjointed touchpoints into a single fluid conversation.
02
Smart Email Filtering
Using smart email filtering and email priority management, Strata surfaces the conversations that matter right now, pushing urgent client requests to the top of your queue.
03
Email Workflow Automation
Complete email workflow automation ensures that when a meeting ends, tasks are generated, the CRM is updated, and the conversation is primed for the next step.
04
Email Response Automation
Triggering sophisticated email response automation, Strata drafts highly contextual replies based on your actual conversations, ensuring you always sound like yourself.
The Workflow
HOW AI POWERED EMAIL
EXTENDS YOUR MEETINGS.
01
AI Joins the Call
Strata auto-joins Zoom or Teams, transcribing the conversation perfectly and identifying actionable next steps.
02
It Powers Your Follow-ups
Utilizing advanced email workflow automation, Strata immediately drafts your follow-up email based on the exact decisions made, ready to send.
03
It Manages the Replies
When the client responds, our true ai powered email engine applies smart email filtering so you never miss their vital documents or wire requests.
04
It Archives the Context
Every meeting note and subsequent email exchange is securely logged into Wealthbox, ensuring a permanent, intelligent record.
From the Field
ADVISORS WHO ELEVATED
THEIR CONVERSATIONS.
"The game-changer wasn't just the meeting notes—it was the email intelligence software. Strata bridges my calls with my inbox. Client email management has never been this seamless."
"We abandoned our old email automation tools. Strata's email response automation drafts replies that actually sound like a human conversation. It’s like having an intelligent inbox that reads my mind."
CONNECT YOUR CALLS.
CONTROL YOUR INBOX.
Book a 20-minute demo and see how Strata AI turns fragmented communications into brilliant, automated AI conversations.
Book My Free Demo →$97/month · 14-day free trial · Live CRM Sync · Cancel anytime