Thyme

The financial advisory sector, comprising over 300,000 professionals in the United States alone, often relies on outdated methods for client relationship management. Thyme aimed to modernize this landscape by developing a comprehensive operating system tailored for financial advisors.

Thyme's platform offered automated note-taking capabilities for meetings across various formats—in-person, online, and phone calls. It also provided AI-powered tools for managing client records and a client portal where clients could monitor assets, manage tasks, and process payments.

By integrating these features, Thyme sought to replace legacy CRM systems and billing solutions, fostering deeper client relationships through enhanced context and accessibility.