Lovely Features

You’ll love this as a Financial Advisor

We’re here to solve your meeting problem as a Financial Advisor with your client

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Artificial intelligence is the intelligence of machines or software, as opposed to the intelligence of humans or animals. It is also the field of study in computer science that develops....
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Jane Smith

Wealth Manager

,

XYZ Firm

"Filenote.ai drastically cuts down review time for file notes and helps verify crucial meeting points, proving to be an invaluable addition."
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Adam Davenport

Director

,

FMD Financial

The benefits you gain

Unlock productivity, consistency and compliance

Designed for wealth management

Filenote.ai  knows wealth management lingo and assigns your notes into usefull categories

Client summary emails

We provide a professional post-meeting client email to help you close the loop with your client

Online or in-person meetings

Filenote.ai supports Zoom, Teams, or in-person meetings

Detailed and accurate file notes

We use the best available AI to generate file notes that are comprehensive and accurate

Full meeting transcript

A transcript is always available for added peace of mind

Customize your template

Add your logo to our standard template, or provide us with your template

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See example
See example
What You Get

File note output

Our file note assigns the crucial information from the meeting into categories relevant to an advisor. The cool part is you don't need to change the way you run your meeting, filenote.ai is smart enough to put the right information into the right categories

Try it for free!
Schedule Demo
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See example
See example
What You Get

Client summary email

Advisors love our client summary email - it's a quick way for them to close the loop with the client following a meeting with the key discussions points and action items discussed

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Schedule Demo
What You Get

Full meeting transcript

Your compliance team will love this! A full meeting transcript that is summarised into a recap, with hyperlinks that takes you to the exact part of the transcript you are looking for

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Schedule Demo

What make us different

Let’s compare us with the others services you know

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Designed for Advisors

Tailored for advisors, filenote.ai uses a market leading design to maximise your time savings

No Data Storage

Your client data stays with you; we NEVER retain your client data or recordings

Designed for Advisors

Tailor your file notes with our adaptable templates to fit your requirements

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Generic Solution

Competitors offer generic solutions meant to cater to a wide range of clients, which are not ideal for the specific needs of financial advisors

Always Store Your Client Data

Competitor platforms are designed to record and keep your client data

Inflexible Templates

You’re restricted to their standard templates, lacking customization for your business needs

Works well with your favourite apps

Our system can integrate with your favorite applications

Microsoft Teams

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Zoom

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Microsoft Sharepoint

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