AI meeting notes and transcripts
Records in-person meetings via the iPhone app or online calls on Teams and Zoom, producing speaker-labelled transcripts and an FCA-structured suitability note with vulnerable-customer and capacity-for-loss flags.
Client document extraction
Upload pension statements, policy schedules and fact-finds already sent by clients; TakeNote reads them, pulls out the values that matter and raises follow-up tasks against the client's record.
Provider form auto-fill and e-signature
Provider application forms are pre-filled from the client record, sent for individual or bulk DocuSign signature, and filed back automatically when they are returned.
Compliance-grade data handling
Client data is contractually excluded from AI model training, encrypted, isolated per firm, and covered by a UK GDPR data processing agreement with retention and one-click FCA audit export.
Teams, roles and firm vocabulary
Role-scoped client access, single sign-on for larger firms, a firm-wide activity log, plus wealth-management vocabulary and custom firm glossaries for accurate transcription of technical terms.
TakeNote began as an AI speech-to-text and meeting-notes service and has since narrowed into a vertical workflow tool for regulated advice. The platform now covers the full journey from a client conversation to signed paperwork: live transcription with speaker labels, automated suitability notes structured around FCA and Consumer Duty expectations, extraction of figures from uploaded pension statements and policy schedules, pre-filled provider application forms, and DocuSign e-signature with everything filed back against the client record.
Compliance is the core selling point rather than an add-on. TakeNote states contractually that client meeting data is never used to train AI models, encrypts and isolates data per firm, and includes retention and audit tooling plus a one-click FCA audit export. Firms can organise advisers into teams with role-scoped access, single sign-on for larger organisations and a firm-wide activity log for the compliance officer, alongside wealth-management-specific vocabulary and custom firm glossaries.
Pricing is sold as a firm licence rather than per seat. The published Firm licence is GBP 1,500 per month plus VAT for up to 10 users with unlimited meetings, document generation, form-filling and DocuSign, with two months saved on annual billing. A free trial of the first 10 meetings is offered without a card, and firms above 10 users move to a custom Enterprise plan. An iPhone recorder app is included so meetings can be captured in person without a laptop on the table.
