Solution

Product

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Your AI meeting assistant for financial advisers. Notes done before you leave.

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

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Join 2,000+ advisers across 400+ UK firms who unlocked higher quality advice by switching to AdvisoryAI

Join 2,000+ advisers across 400+ UK firms

Case study

Connects with your back-office system

capabilities

What our AI note taker does for you
that nobody else can do.

In-meeting AI assistant

Full meeting capture, including the soft facts manual notes miss

Evie 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, MSTeams integrations

Mobile app for in-person meetings

Soft facts captured alongside hard facts

+70%

From 4-6 hrs to less than an 1 h

"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.

Evie generates structured meeting notes, action items in your system, and a client's 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 in UK servers.

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Insights

60-second briefing from your client history

Before every meeting, Evie 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 hrs to less than an hour

“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 a dinner with your family.

Book a demo and see Evie 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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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

See how Brooks MacDonald transformed their
client services with AdvisoryAI

What choosing Evie as your AI
assistant means for your firm.

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-mins meeting. 90 minutes 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.

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,

Bluecoat Wealth Management

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