Conversations, client documents, and provider forms — all captured, summarised, and stored as one audit-proof suitability record. Stop worrying about what you missed; start every review knowing the file is complete.
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Summary
See it in action
Product overview
UK-hosted
Data residency matters. Most meeting tools store conversations on US servers. Under the CLOUD Act, that data is accessible to US authorities. TakeNote keeps every word on UK soil.
Conversations, documents, and provider forms — captured, structured for the FCA, and filed against the right client automatically.
Record in person or online and get a speaker-labelled transcript with an FCA-structured suitability note, vulnerable customer flags, and the follow-up actions you agreed — filed against the client automatically.
Upload the pension statements, policy schedules, and fact-finds a client has already sent you. TakeNote reads them, pulls out the values that matter, and raises the follow-up tasks against their record.
Provider application forms are pre-filled from the client record you've already built, sent for e-signature, and filed back against the client when they come in. No re-keying, no chasing.
Core Features
Every feature designed around compliance requirements, not retrofitted onto a generic tool.
All client meeting data stays within the UK, with zero data transfer outside UK borders.
Benchmark-proven accuracy on the Artificial Analysis AA-WER. Best-in-class performance across 43 languages.
Works with background noise and overlapping speech. Designed for noisy office environments and open plan spaces.
Auto-generates audit-proof records structured to support FCA suitability and record-keeping requirements. Built for regulated advisers.
Saves advisers 45 minutes per meeting. Automated summary generation reduces manual documentation.
Your data is never used for training our transcription models or any purpose outside your business requirements.
Upload the paperwork a client has already sent you. TakeNote reads it, summarises it, and raises the follow-up tasks against their record.
Provider application forms auto-filled from the client record, sent for signature, and filed back against the client. No re-keying.
Organise advisers into teams with scoped client access, single sign-on, and a firm-wide activity log for your compliance officer.
Compare
See why FCA-regulated firms are switching.
TakeNote
Always, by default
Generic Tools
US servers (enterprise upgrade required)
TakeNote
Built in, immutable
Generic Tools
Manual configuration required
TakeNote
Auto-generated, every meeting
Generic Tools
Generic templates only
TakeNote
Vulnerable customer, capacity for loss
Generic Tools
Not available
TakeNote
Purpose-trained
Generic Tools
General English only
TakeNote
Included
Generic Tools
Enterprise tier only
TakeNote
Standard
Generic Tools
Available on request
TakeNote
One click
Generic Tools
Manual collation
TakeNote
Upload paperwork, auto-extracted
Generic Tools
Not available
TakeNote
Prefilled from client record
Generic Tools
Not available
TakeNote
Send and file, no extra tool
Generic Tools
Third-party integration required
TakeNote
Included
Generic Tools
Enterprise tier only
TakeNote
Per-team, role-based
Generic Tools
All-or-nothing sharing
TakeNote
Mobile app included
Generic Tools
Available
TakeNote
Exclusively
Generic Tools
One of 50+ use cases
How It Works
Add client names, products, and industry terms so transcripts capture jargon accurately from day one.
Record the meeting on any device, or upload existing audio and the client paperwork you've already been sent.
Our AI transcribes every word with speaker labels, reads uploaded documents, and flags regulatory issues in minutes.
Produce client-ready letters, auto-fill provider forms from the client record, and send them for e-signature — no re-keying.
Link each meeting to a client record to build a complete, searchable history of every conversation.
Review the FCA-ready summary, approve it, and store it with a full audit trail.
Built For
The Technology Behind TakeNote
The TakeNote Transcription Engine combines best-in-class speech recognition with domain-tuned vocabulary for financial advice — delivering near-human accuracy at real-time speeds on enterprise-grade infrastructure.
Lowest Word Error Rate against competitive speech-to-text models. On FLEURS (43 languages), it outperforms Scribe v2, Whisper-large-V3, GPT-Transcribe, and Gemini 3.1 Flash-Lite.
Fastest high-accuracy model on Word Error Rate benchmark
Including English, French, Arabic, and Japanese
Built for wealth management conversations
Lower is better. The TakeNote engine achieves the lowest average WER across all 43 supported languages.
Source: Microsoft FLEURS Benchmark (43 Languages), April 2026
Customer stories
Illustrative scenarios
Designed to cut suitability-note turnaround from days to under an hour — so advisers spend their time advising, not writing.
Days → under 1 hour
Designed suitability-note turnaround
Built to produce a complete audit evidence pack in an afternoon — every meeting, transcript, and record searchable from one place.
Audit evidence pack
Built to deliver in an afternoon
One searchable record across every office and adviser — so nothing is siloed, and every conversation is part of the client file.
One record
Across every office and adviser
From a single boutique adviser to a multi-office wealth group — TakeNote adapts to the way your firm already works.
Talk to usTakeNote is live — start today
Join the advisers already using TakeNote to capture every meeting, generate FCA-aligned suitability records, and reclaim hours every week.
Security & Compliance
Your client conversations are protected by UK data safeguards and enterprise-grade security controls.
TakeNote documentation
Step-by-step guidance for meetings, client records, tasks, document generation, and provider forms.
From our insights
What COBS 9A actually asks of advisers — and where firms fall short.
Read articleConsumer tools miss the records the FCA expects you to keep.
Read articleRecording and record-keeping obligations after Brexit divergence.
Read articleFrom raw audio to a structured, audit-ready suitability record.
Read article