Shypd.aiThe largest open index of AI toolsTakeNote is a Meetings & Communication tool that automatically generates suitability notes aligned to FCA requirements. It captures client risk discussions in real-time, providing audit-proof records for UK-regulated financial advisers.
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TakeNote is an AI-powered meeting intelligence platform specifically designed for FCA-regulated financial advisers in the UK. It automates the generation of suitability notes, ensuring compliance with FCA requirements and MiFID II retention policies. The tool captures client risk discussions and vulnerable customer indicators in real-time during meetings, creating audit-proof records. TakeNote boasts best-in-class transcription accuracy with a 3.0% Word Error Rate, powered by Microsoft's MAI-Transcribe-1 model, and supports 25 languages. A key differentiator is its commitment to UK data residency, storing all client meeting data exclusively on Microsoft Azure UK South servers, addressing concerns about the US CLOUD Act. It integrates purpose-tuned financial vocabulary to accurately understand wealth management conversations, saving advisers significant time on documentation.
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Likely Not Free
Not publicly disclosed. Check takenote.ai for current pricing.
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