Create Advice Meeting Notes Securely On-the-Fly

Imagine you’re in Starbucks, holding a meeting with a client. There’s a lot of critical information being exchanged, for instance – investment strategies, financial goals, risk tolerance, recommendations & more. Now, imagine that instead of looking for a pen & paper or attempting to type notes on your phone, all of this information is recorded seamlessly, transcribed automatically, and securely stored—all while you focus on the conversation. This is the power of AdvisoryAI’s Mobile App, designed to solve the challenges financial advisers face when it comes to in-person meetings and traditional note-taking.

The Challenges of In-Person Meetings for Advisers

At least 63% of all client-adviser meetings are “In-Person Meetings”. During these face-to-face meetings, clients often share sensitive and some personal information with their advisers. Naturally, they want to ensure their data is secure and not stored haphazardly on any personal devices. As financial advisers, you need to efficiently record the information discussed—everything including financial objectives, current investments,  risk and recommendations made. You also need to clearly highlight the next steps and actions both for yourself and for your paraplanner. 

The challenge is clear on both sides :  relying on manual note-taking or recording meetings on personal devices presents both efficiency and security issues. Handwritten notes are cumbersome and can be easily lost, while recording sensitive data on personal mobile devices creates potential risks in terms of privacy and security.

Introducing The AdvisoryAI Mobile App 

Our Mobile App is designed with one goal in mind: “To provide financial advisers with a seamless, secure, and efficient way to manage client meetings”. The app bridges the gap between advisers’ need for effective note-taking and clients’ demand for secure handling of their sensitive information.

Easy-to-Use and Secure

Our Mobile App is incredibly easy to use, offering a streamlined solution for financial advisers. Unlike regular note-taking apps, it is purpose-built specifically for financial advisers in the UK. This means it’s not just another generic tool—it’s designed with the unique needs of financial professionals in mind. The app is equipped to handle the complexity of financial language and the nuances of regional UK accents, making it the perfect solution for advisers across the country. To explain how it stands apart from traditional note-taking apps, here’s how it works:

• Understands Financial Terminology
  Unlike generic apps, the app has been specially developed to capture complex financial terminology such as investments, pensions, retirement plans, and tax strategies. Its AI system is trained to identify and accurately transcribe even the most intricate details discussed during a meeting, ensuring nothing is overlooked. 

  
  

• Trained on Real Financial Conversations & Data
  The app has been trained on thousands of hours of real financial adviser conversations, ensuring that it understands not just the technical jargon but also the context of these discussions. This training has made the AI incredibly adept at handling the subtle nuances of financial advising, allowing it to capture the broader context and the specifics of financial strategies being discussed. By leveraging this in-depth understanding, the app ensures that all recommendations, insights, and technical terms are transcribed with precision, streamlining the process of recording meeting notes.

  
  

• Built for Financial Advisers in the UK with Regional Dialects and Accents
  What truly sets our app apart is its ability to understand the diverse accents and dialects found across the UK. From the distinct accents in Leeds and Liverpool to the softer tones in London, the app is trained to accurately transcribe speech from all regions. Financial advisers often work with clients from various parts of the country, each bringing their own speech patterns. Our app’s AI technology has been fine-tuned to ensure that no matter where your clients are from, their words will be transcribed with complete accuracy, allowing you to focus on delivering expert advice without worrying about missed details.

  
  

• The App in Action: Effortless Note-Taking and Structured Insights
  The app allows advisers to capture everything discussed during a meeting with just a tap of a button. It records the entire conversation, ensuring nothing is missed while advisers stay fully engaged with their clients. After the meeting, the app automatically generates transcriptions, and the structured notes are ready with the click of a button. These notes are then linked to the client’s profile in the chosen template format, making future reference easy and organised. This intuitive process improves the quality and accuracy of meeting documentation, saving time and streamlining workflow.

  
  

• Security at Its Core
  The most important aspect of the app is its security function. All data captured through the app is stored securely in AWS, ensuring that sensitive client information is protected. The app features Single Sign-On (SSO) and Multi-Factor Authentication (MFA), offering enhanced protection to safeguard client data. This comprehensive security ensures that all sensitive information remains private and secure, so advisers can focus on what matters most: serving their clients.

The Benefits of Using Our Mobile App

• Effortless Recording and Transcription

  Simply tap on the record button, and the Financial Adviser App will automatically capture everything discussed in the meeting. No more typing or traditional note-taking. The app will immediately transcribe the conversation on completion of the meeting, making it easy to review the key points discussed.

  
  

• Instant Transcriptions and Meeting Reports

  After recording, the app generates a detailed transcription of the meeting. You can even generate a meeting report with just a single click. The report summarises key points, recommendations, and next steps, all in a format linked to the client’s profile. This process saves valuable time, allowing advisers to focus on more important tasks.

  
  

• On-the-move Access

  Financial advisers are always on the go, meeting clients, travelling between appointments, and managing various tasks. Our Mobile App allows advisers to access all their meeting notes and transcriptions anytime, anywhere. Whether you're commuting to your next appointment or reviewing notes from a previous meeting, everything is just a few taps away.

  
  

• Secure Data Storage with SSO/MFA Login

  Our Mobile App manages data security seriously. By using Single Sign-On (SSO) and Multi-Factor Authentication (MFA), we ensure that only authorised users can access sensitive client information.
   

• Saves Time and Increase Productivity

  Time is one of the most valuable assets for financial advisers, and our Mobile App helps save time by eliminating manual note-taking and transcription. With this app, advisers can spend more time focusing on high-value activities.The automation of capturing important notes and outlines, transcription, and report generation boosts overall productivity and efficiency.

The AdvisoryAI Advantage – Support You Can Trust

AdvisoryAI goes beyond just offering an app. We offer comprehensive support to ensure that you’re fully equipped to make the most of our technology.

• Personalised Onboarding and Training

  We understand that new technology can sometimes become overwhelming. That's why we provide dedicated assistance - personalised onboarding and training to ensure you’re comfortable with the app’s features. Our team is here to help you every step of the way, ensuring that you understand how to use the app to its full potential, right from day one!
  
  

• Ongoing Support

  We offer ongoing support to help you integrate new features and services into your workflow. Our dedicated team is always available to assist with any questions or issues you might have.

The AdvisoryAI Mobile App is a game-changer for financial advisers who need a secure and efficient way to take meeting notes and carefully manage client information. With features like effortless recording, instant transcription, secure data storage, and easy access on-the-go, this app is designed to enhance productivity, improve security, and streamline the client-adviser relationship.

The AdvisoryAI Mobile App is now available for download on both the App Store and Google Play Store. Want to see how it can streamline your financial advisory workflow? Book a demo and discover the power of intelligent meeting note-taking.