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Alfred Auleft a comment
We are a personal finance firm focused on clients in tech and with equity compensation-related questions. With our growing team of advisors, Fathom has made our cross-training, client experience for follow-ups, and simply recalling our meetings with clients so much better! I have seen great improvement as well over the past year. Keep it up!
Fathom 2.0Free AI notetaker, never take notes on a Zoom call again