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OneChat and meeting-bot controls for Google Meet, Zoom, and Microsoft Teams. SarvaX Copilot – AI Meeting Assistant for Wealth Advisors SarvaX Copilot is an AI-powered meeting and browser assistant built for wealth advisors and financial professionals. SarvaX helps you stay focused on your clients while AI supports the work around your meetings—from managing meeting bots and researching financial information to reviewing documents, preparing follow-ups, and accessing OneChat directly from your browser. Instead of switching between meeting tools, research tabs, documents, and AI applications, Sarvax brings everything closer to the workflow you already use. MEETINGS, MADE SMARTER SarvaX Copilot works with Google Meet, Zoom, and Microsoft Teams, allowing you to call and manage a Sarvax meeting bot directly from supported meeting pages. The extension can detect whether a bot is already active, help prevent duplicate bots from joining, restore the current bot state when you return to a meeting, and remove the bot when it is no longer needed. For wealth advisors, this means less operational friction around client meetings and more time focused on the conversation. YOUR AI COPILOT DURING THE WORKDAY OneChat remains available while you are in meetings, giving you access to AI without leaving the call. Ask questions, review information, work with uploaded files, draft follow-ups, or continue previous conversations while staying inside your browser. SarvaX is designed to become the AI layer around your advisory workflow—before the meeting, during the meeting, and after the meeting. BUILT FOR WEALTH ADVISORY WORKFLOWS Before a client meeting, Sarvax can help you: • Research companies and financial topics • Review reports and documents • Analyze financial information • Summarize complex materials • Prepare questions and meeting notes During the meeting, manage your Sarvax meeting bot directly from the browser while keeping OneChat accessible alongside your work. After the meeting, use Sarvax to review documents, prepare communications, organize research, and continue conversations related to your clients and projects. FINANCIAL AI, DIRECTLY IN YOUR BROWSER SarvaX Copilot can be opened on almost any website. Research financial topics, understand complex information, ask questions about what you are reading, draft client communications, and use available AI models through OneChat without constantly switching tabs. Highlight text anywhere on the web and use Sarvax to: • Explain • Summarize • Analyze • Improve • Rewrite WORK WITH FINANCIAL DOCUMENTS Upload PDFs, reports, presentations, images, and other supported files and ask SarvaX questions about them. Use AI to understand documents faster, extract important information, summarize long reports, and turn scattered information into useful insights for your next client conversation. ONECHAT FOR ADVISORS OneChat brings your AI conversations into a single workspace. Continue previous chats, organize work into projects, attach files, access generated artifacts, and choose from available AI models depending on the task. Keep your research, client preparation, documents, and AI conversations closer together instead of spreading your workflow across multiple tools. The AI meeting copilot for modern wealth advisors. Prepare smarter. Stay focused in meetings. Turn conversations into better client outcomes. Meetings, financial intelligence, and OneChat in one workspace. CONTACT US Email: support@sarvax.ai Website: https://sarvax.ai LinkedIn: https://www.linkedin.com/company/sarvaxai/