TakeNote is a specialist AI-powered transcription platform designed specifically for financial advisers and regulated professionals who conduct client meetings in real-world environments. Unlike generic transcription tools built for studio recordings or controlled settings, TakeNote excels at capturing every detail of your most important conversations — whether they happen in your office, the client's living room, or a busy coffee shop.
Meeting transcription is critical for regulatory compliance and client outcomes. UK financial advisers operating under MiFID II, the Consumer Duty, and FCA regulations require detailed records of all advice given. TakeNote transforms the messy reality of client conversations into clean, searchable transcripts that support your suitability assessments and compliance obligations — automatically and accurately.
Why Transcription Matters for Financial Advisers
- •Compliance Evidence: Detailed records proving suitability of recommendations and adherence to Consumer Duty requirements
- •Reduced Admin: No more manual note-taking during meetings — advisers can focus entirely on the client conversation
- •Better Outcomes: Searchable records help you quickly locate advice given, client circumstances, and action items for follow-up
- •Multi-Speaker Accuracy: Clearly identifies adviser and client voices, essential for proving who said what
- •Real-World Performance: Built to handle background noise, accents, overlapping speakers, and interruptions — exactly what happens in real advisory meetings
Our transcription engine is trained on thousands of hours of real client meetings, advisory conversations, and financial discussions. This means it understands financial terminology, recognises when advisers and clients speak over each other, and maintains accuracy even in challenging acoustic environments where generic tools fail.
TakeNote also prioritises data security and regulatory compliance. All recordings and transcripts are stored within the UK with 256-bit encryption, ensuring full GDPR compliance, ICO registration, and MiFID II readiness. Your client data stays within your control, with audit trails and compliance documentation built in from the start.
Hear the Difference
Real-world scenarios financial advisers face every day. Listen to the audio, then read the transcript to see the precision of our transcription.
Concert Scenario
Loud background music, crowd noise, shouting. A noisy event environment with multiple speakers.
Okay, listen. I have this absolutely unhinged idea, and I need you to roll with me. Help me make an agent that will literally buy tickets for my favorite band the second they are available.
Busy Coffee Shop
Espresso machines, background chatter, music playing. A café catch-up with a client.
Hey, so I was hoping to change my flight, if that's at all possible. It's currently set for 10 p.m. tonight, but I'm really trying to switch to something earlier, ideally sometime before 6 p.m. Is that something we could maybe look into?
Office Scenario (in Spanish & English)
Multilingual meeting with Spanish and English speakers, natural transitions between languages. Demonstrates real-world international business discussions.
Bueno, ya estamos listos, ¿no? Eh, ¿podemos please checar que esté prendido my transcribe one? Sí, está. Super. Entonces, vamos a empezar. Oh, oh, someone else is joining us. Oh, hello. Please come in. Join us. We'll switch to English, no problem. Sí, sí, sí. Bienvenido. Bienvenido.
Built for the Reality of Advisory Meetings
Advisory meetings aren't quiet studio recordings. They're real conversations in real environments — and every detail matters for compliance and client outcomes.
Background Noise
A TV left on in the next room, traffic through an open window, the clatter of a busy café — our engine handles it all reliably.
Every Accent & Dialect
Whether your clients are in Birmingham, Belfast, or Bangalore, accuracy stays consistently high across regional speech patterns.
Overlapping Speakers
Adviser and client talking over each other? Multiple attendees? Every speaker is clearly identified and separated.
From Meeting to Suitability Report
Your Compliance Safety Net
Searchable, timestamped records supporting MiFID II and Consumer Duty obligations. No more relying on handwritten notes taken under pressure.
2.5x Faster Processing
Get transcripts back fast — whether it's one home visit or a full week of client meetings. Your compliance summary is ready before the client has left the building.
25 Languages Supported
Clients across the UK and beyond — nothing gets lost in translation, however your clients speak.
Reduce Admin by Hours
Extract action items, verify advice given, and build file notes with confidence — saving hours of admin every week.