A 45-minute client meeting shouldn't generate an hour of admin.
TakeNote produces a structured, FCA-compliant suitability note automatically. Advisers see more clients. Audits become routine.
https://t.co/fpu65MWkJi
#RegTech#FCA#WealthManagement
Generic AI tools produce a transcript. Maybe a summary. FCA-regulated advisers need a structured suitability note — risk profile, capacity for loss, vulnerable customer indicators, advice given. #RegTech#FCA#WealthManagment#BuildInPublic
https://t.co/WNIg6GaAsV
AI notetakers record client meetings.
But where does that data actually go?
Most tools process it on US servers with no audit trail.
Regulated firms need regulated infrastructure.
https://t.co/r9eObu3ici
#WealthManagement#ConsumerDuty#FinTech
Most UK advisory firms use AI to transcribe client meetings. But here's the gap nobody's talking about: those tools produce generic summaries — not FCA-structured suitability notes.
We automated the meeting. Now automate the compliance.
#WealthManagement#FCA#FinTech#IFA
Unlock the Power of Audio Transcriptions in Meetings
https://t.co/oz8ah51DkN benefits:
1. Time Efficiency
2. Improved Understanding
3. Enhanced Collaboration
4. Accessibility and Inclusivity
#collaboration#transcription#transcribe#ai
Unlock the Power of Audio Transcriptions in Meetings
https://t.co/oz8ah51DkN benefits:
1. Time Efficiency
2. Improved Understanding
3. Enhanced Collaboration
4. Accessibility and Inclusivity
#collaboration#transcription#transcribe#ai
Transcription refers to the process of converting audio from any source to accurate written text.
Transcription processing can be performed from audio and video recordings – taken from any source.
https://t.co/fpu65MWkJi
#Transcription#AudioToText#VideoToText
1st panel after lunch. The safest place to gamble with Stephen Aupy @MindwayAI Laura Bedborough @Client_Scan Matthew Curtis at L&L Europe, Dena Merson at Simply Racing and Yardena Almagor @WilliamHill#KNEvents