COMPLIANCE
Why generic AI notetakers fail regulated advisers
The gap between a generic meeting summary and an FCA-compliant record of regulated advice — and why it matters more than you think when the FCA comes knocking.
April 12, 2026
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Insights
FCA compliance insights, best practices, and thought leadership from the TakeNote team
SECURITY
Why we built TakeNote on MAI-Transcribe-1
Microsoft's MAI-Transcribe-1 is the most accurate transcription model available across 25 languages. We explain why accuracy, speaker diarisation, and UK data residency made it the only choice for a compliance-grade product.
April 2, 2026
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Multi-speaker environments: how TakeNote keeps up
Overlapping voices, accents, background noise — real client meetings are messy. Here is how MAI-Transcribe-1 and TakeNote's post-processing layer produce clean, attribution-accurate transcripts every time.
April 2, 2026
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The future of meeting intelligence in financial advice
AI-powered meeting intelligence is moving from novelty to regulatory infrastructure. We look at where the technology is heading and what it means for IFA firms navigating Consumer Duty and MiFID II in 2026.
March 28, 2026
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FCA suitability requirements: what your notes must actually capture
COBS 9 and Consumer Duty set out exactly what a suitability record must contain. Most advisers know the theory — but do your meeting notes actually pass muster? A practical checklist.
March 15, 2026
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MiFID II call recording for UK advisers: what still applies post-Brexit
The UK retained MiFID II's Article 16 call recording obligations after Brexit. We break down what the rules require, which conversations must be recorded, and how long you must keep them.
March 1, 2026
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