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Fireflies

Built in Toronto. By Canadians. For Canadian Advisors.

Feature		Fireflies
Origin
Built for	Canadian advisors	Sales teams
Head office	Toronto, ON	San Francisco, CA
Meeting capture
Meeting capture	Botless	Fred bot joins the call
Captures Zoom	Yes	Yes (via bot)
Captures Microsoft Teams	Yes	Yes (via bot)
Captures Google Meet	Yes	Yes (via bot)
Conference into phone calls	Yes	Limited
VoIP softphonesZoom Phone, RingCentral, Telus, Rogers, Dialpad	Yes, natively	No
In-person mobile app	Yes	Yes
Automatic speaker tagging	Yes, from CRM	Generic
Integrations
Wealth CRMsWealthbox, Salesforce FSC, Maximizer	Native API	Generic CRM only
Conquest Planning	Native API	None
Push-to-CRM	One click	Generic CRM push
Workflow
Smart client profiles	Yes	No
Pre-meeting emails	Yes	No
Post-meeting follow-ups	Yes	Yes
Advisor-tuned templatesPortfolio review, KYC, Life Design	Yes	Generic only
Canadian financial vocabularyTFSA, RRSP, FHSA, RRIF, LIRA	Tuned	Generic US English
Pages
Interactive client deliverables	Yes	No
Branded to your firm	Yes	No
Engagement analyticsopens, time, AI chat	Yes	No
Auto-attached disclosures + audit trail	Yes	No
Client-side AI chat	Yes	No
Coaching
Performance coaching	Open-ended, adaptive, self-learning	Sales-focused conversation intelligence
Pricing
Per seat / month	CA$79 annual / CA$89 monthly	US$10–$19 across tiers
Compliance
Standards	PIPEDA, OPC-aligned, CIRO-compliant	SOC 2 Type II, HIPAA, GDPR (no CIRO posture)
Built for fiduciary work	Yes — designed for it	Built for sales calls
Audio storage	Discarded after transcription	Stored on US cloud servers
Consent tracking	Audit logged	Bot visible
SOC 2 Type II	Yes	Yes
Canadian data residency	Yes	No (US cloud)