Get in Touch
Have questions about TakeNote? We'd love to hear from you. Reach out to our team.
TakeNote is transforming how UK financial advisers capture and document client meetings. Whether you have questions about our AI transcription technology, compliance features, data security, or how we support FCA-regulated advisers, our team is here to help.
Why Contact TakeNote?
- •Integration Questions: Learn how TakeNote integrates with your existing advisory workflow and CRM systems
- •Compliance Clarity: Get detailed information about MiFID II compliance, Consumer Duty alignment, and FCA suitability requirements
- •Data Security: Understand our UK data residency, encryption standards, and GDPR compliance measures
- •Transcription Accuracy: Discuss how the TakeNote transcription engine handles multi-speaker environments and background noise
- •Pricing & Plans: Explore flexible subscription options tailored to advisory firms of all sizes
- •Technical Support: Connect with our support team for onboarding, setup, and ongoing assistance
We typically respond to inquiries within 24 hours during business days. Contact us via the form below, email, or phone to schedule a demo, discuss your requirements, or ask any questions about how TakeNote can streamline your advisory practice.
Send us a Message
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Monday - Friday, 9:00 AM - 5:00 PM GMT