It's cloud-based software that uses artificial intelligence to automatically generate detailed file notes for financial advisors after each client meeting, saving time, ensuring accurate record-keeping and improved compliance

The AI analyses audio recordings or transcripts from client meetings to extract relevant information and then structures this into comprehensive file notes

Using AI reduces time spent on administrative tasks, increases accuracy, improves compliance, and allows advisors to focus more on each client.

Yes, the AI is trained on a wide range of financial topics and terminology to ensure accurate and contextually correct note generation.

The AI uses advanced speech recognition technology that can understand various accents and speech patterns, enhancing its ability to accurately transcribe and interpret meetings.

Users can easily edit and customise the file notes generated by the AI to ensure accuracy and completeness before finalising them.

Minimal initial setup is required. The AI can adapt to the advisor’s style over time, but it’s ready to use from day one.

Yes, it is designed to integrate seamlessly with most existing CRM systems, allowing for automated data entry and synchronisation.

We have multiple pricing options which are available on our pricing page.

The platform employs robust security measures including data encryption, secure data storage, and strict access controls to protect sensitive client information.