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Your AI meeting assistant for financial advisers. Notes that capture the soft facts.

Our AI reads your calendar, captures your meetings, and writes notes, actions, and follow-up emails. Done before the 9pm wrap-up steals your evening.

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Join 2,000+ advisers across 400+ UK firms

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Connects with your back-office system

What choosing AdvisoryAI for meeting notes means for your firm

Meeting time

Before AdvisoryAI

After AdvisoryAI

Pre-meeting prep

20-30 minutes scrolling through files before every meeting.

Full info pack built from your system. Ready before you walk in.

Post-meeting admin

60-minute meeting. 90 minutes of notes. Soft facts forgotten.

Notes and action items ready in your system. Soft facts captured. Done.

End of day

Last meeting at 5pm. Still at your desk at 9pm, chasing notes.

Last meeting at 5pm. Notes, actions, and follow-up draft ready.

capabilities

Everything your firm needs from every client meeting

In-meeting AI assistant

Full meeting capture, including soft facts manual notes miss

Our AI records and transcribes your meeting in real time. It picks up concerns raised, soft facts, and the details usually forgotten.

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Zoom, Google Meet, and Microsoft Teams integrations

Mobile app for in-person meetings

Soft facts captured alongside hard facts

+70%

From 4-6 hours to under 1 hour per report. “Everything AdvisoryAI creates is instantly available across the platform.”

Baris Furlonger, Bluecoat

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Post-meeting automations

Notes, actions, and follow-up emails. Automated.

AdvisoryAI generates structured meeting notes, action items in your system, and a client follow-up email ready for review.

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Structured notes available right after the meeting

Action items logged to your back-office system

Client follow-up email drafted from transcripts

100%

Retain 100% control before sending to your clients. All your data is safely stored and secured on UK servers.

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Insights

60-second briefing from your client history

Before every meeting, our AI pulls client data from your back-office system. No more doc scrolling before a back-to-back review day.

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Automatic calendar scanning, no manual trigger needed

Last meeting outcomes and outstanding actions surfaced

Works with Intelliflo, Plannr, Curo, and XPlan

80%

From 1.5 hours to 15 minutes. “An annual meeting note would take me 1.5 hours. But with AdvisoryAI, it now takes me 15 minutes”

Louie Butlin, Brooks Macdonald

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Trade the 9pm wrap-up for dinner with your family.

Book a demo and see AdvisoryAI on your real meetings.

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See pricing

Trade the 9pm wrap-up for the car park drive.

Book a demo and see Evie on your real meetings. Notes, actions, and follow-up emails in your CRM before you reach your desk.

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Get started for free

benefits

Cut the post-meeting admin. Serve more clients.

Admin time, cut by up to 80%

Post-meeting write-ups are the single biggest time drain for advisers. Let AI handle notes and follow-up automatically.

Pre-meeting prep in 60 seconds

No more scrolling through notes before a back-to-back day. AI pulls data from your system and delivers it to you instantly.

More clients without taking on new hires

Advisers using AdvisoryAI fit more client meetings into the same week, without extending their hours or adding headcount.

Follow-up emails drafted automatically, reviewed in seconds

Back-office always up to date, nothing logged from memory

More time for higher quality advice across your client book

See how Brooks Macdonald transformed their client services with AdvisoryAI

case studies

What advisers say about AdvisoryAI

"We have at least halved the time it takes an adviser to produce post meeting notes. Support teams access detailed meeting notes within minutes of the meeting ending."

Baris Furlonger,

Adviser, Bluecoat Wealth Management

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Join 2,000+ advisers across 400+ UK firms. Number 1 most-used adviser AI on FTAdviser.

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benefits

Cut the post-meeting admin. Get your evenings back.

From 4-6h to <1h of admin

Post-meeting write-ups are the single biggest time drain for advisers. Let AI handles notes and follow-up automatically.

Pre-meeting prep in 60 seconds

No more scrolling through notes before a back-to-back day. AI pulls data from your system and delivers to you instantly.

More clients without taking on new hires

Advisers using Evie fit more client meetings into the same week, without extending their hours or adding headcount.

Follow-up emails drafted automatically, reviewed in seconds

Back-office always up to date, nothing logged from memory

More time unlocked for higher quality advice across all your portfolio

FAQs

Have a question? We're happy to chat

For questions or partnerships, contact us at team@advisoryai.com

How accurate is AdvisoryAI on financial services vocabulary?

AdvisoryAI is calibrated for adviser conversations, not general English. It handles pension carry-forward, protection gap, Consumer Duty, LOA, suitability, and ISA allowance without you spelling them out. Our POC approach means you test it with a real client meeting before you commit.

Do you store the meeting recordings?

Do I need to get client consent to record the meeting?

How does AdvisoryAI write back to my back-office system?

Can I try AdvisoryAI before I commit?

Which video platforms does AdvisoryAI support?

How much does AdvisoryAI cost?

Serve twice the clients. Give each better advice.

✔ Reports from your templates

✔ 14-days free trial

✔ No credit card

✔ Reports from your templates

✔ 14-days free trial

✔ No credit card

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