AI Meeting Summariser
Drag a sample meeting transcript into the drop zone and watch AI extract a structured summary — key discussion points, financial snapshot, action items with ownership, and FCA compliance notes. In production, this connects to your recording software for automatic processing.
Sample Transcripts — drag into the zone below, or click
Pension Consolidation & Retirement Planning
David & Karen Foster · Tom Richards · 58 minutes
Inheritance Tax Planning & Estate Review
William & Catherine Brooks · Emma Walsh · 72 minutes
Business Succession & Exit Planning
Robert & Angela Chen · Tom Richards · 65 minutes
Drop a transcript here
Drag one of the sample transcripts above into this zone, or click a card. AI will extract key information, action items, and compliance notes.
Structured File Notes
Every meeting produces a consistent, structured file note with objectives, recommendations, and action items.
Compliance Built In
Automatically flags suitability considerations, vulnerability indicators, Consumer Duty notes, and risk warnings given.
Hours Saved
A 60-minute meeting produces complete file notes in under 30 seconds — saving advisers 20-30 minutes per client meeting.
Want automated meeting notes for your firm?
We integrate with your meeting recording tools — Teams, Zoom, phone systems — and automatically produce compliant file notes, action items, and follow-up emails after every client meeting.
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