Why TakeNote is the Essential Tool for UK Financial Advisers
Transform your client meetings into perfectly documented, compliant records in minutes, not hours.
Key Benefits
Built for FCA Suitability
Automatically generates structured compliance records aligned to FCA suitability and record-keeping requirements. Every meeting is documented in the format regulators expect to see.
- Auto-generated suitability assessments
- Complete client interaction records
- Ready for immediate audit review
Enterprise-Grade Data Security
Your client data is encrypted, isolated per firm, and never used to train AI models — backed by a full Data Processing Agreement.
- AES-256 at rest, TLS 1.3 in transit
- GDPR and UK data protection compliant
- Never used to train AI models
Save 45 Minutes Per Meeting
Eliminate manual note-taking and documentation. TakeNote generates comprehensive summaries automatically.
- Instant meeting transcription
- Auto-generated client summaries
- One-click follow-up actions
3.0% Word Error Rate
Benchmark-proven accuracy on Artificial Analysis AA-WER. Trained on financial services vocabulary to handle complex discussions about investments, mortgages, and pension planning with precision.
- Financial terminology mastery
- Multi-speaker recognition
- Handles background noise gracefully
Who Benefits Most
Independent Financial Advisers
Stay compliant while reducing documentation burden. Spend more time with clients, less time on paperwork.
Compliance Officers
Centralized review of all adviser meetings. Audit preparation drops from days to hours.
Wealth Management Firms
Standardize documentation across your practice. Improve compliance, consistency, and adviser efficiency.
How It Works
Start the Meeting
Open TakeNote in the meeting room. Our app captures audio from all participants with crystal clarity.
TakeNote Records & Transcribes
Real-time transcription converts speech to text with 3.0% word error rate (benchmark-proven). Financial vocabulary is handled precisely.
AI Generates Compliance Records
Automatic summaries aligned to FCA requirements, action items, and suitability assessments are generated instantly.
Review & Share
One-click review, editing, and client sharing. Everything is stored securely in the UK and ready for audit.
Frequently Asked Questions
Is my data safe on TakeNote?
Yes. Client meeting data is encrypted with AES-256 at rest and TLS 1.3 in transit, isolated so no firm can see another's records, and never used to train AI models. A full Data Processing Agreement and sub-processor list are available.
How does TakeNote handle GDPR and FCA requirements?
TakeNote is designed specifically for UK-regulated advisers. We automatically generate records aligned to FCA requirements and provide the DPA, encryption, and audit trail needed to evidence UK GDPR compliance. Every summary is audit-ready.
Can I edit the transcripts after the meeting?
Absolutely. Our dashboard allows you to review, edit, and refine any generated content. You maintain full control over your meeting records before finalizing them.
What happens if there's background noise?
Our AI is trained to handle real-world meeting conditions including background noise, multiple speakers, and interruptions. Accuracy remains above 99% even in challenging environments.
How long does it take to get meeting summaries?
Summaries are available within seconds to minutes of your meeting ending. Most advisers have complete, ready-to-review documentation before they even leave the meeting room.