AI Meeting Summariser
Drag a sample meeting transcript into the drop zone and watch AI extract a structured summary — key discussion points, financial snapshot, action items with ownership, and FCA compliance notes. In production, this connects to your recording software for automatic processing.
Tap a transcript to see AI summarise it
Tap a transcript above
Choose Pension, IHT, or Business Succession. AI will extract key information, action items, and compliance notes in seconds.
Structured File Notes
Every meeting produces a consistent, structured file note with objectives, recommendations, and action items.
Compliance Built In
Automatically flags suitability considerations, vulnerability indicators, Consumer Duty notes, and risk warnings given.
Hours Saved
A 60-minute meeting produces complete file notes in under 30 seconds — saving advisers up to 90 minutes of post-meeting admin per client meeting.
Want automated meeting notes for your firm?
We integrate with your meeting recording tools — Teams, Zoom, phone systems — and automatically produce compliant file notes, action items, and follow-up emails after every client meeting.
20 Mins That Could Save You ThousandsTechnology & Integrations
How It Works
Claude Sonnet 4.6
16K token structured analysis of meeting transcripts. Extracts executive summary, financial snapshot, risk profile, and action items with owners and deadlines.
Compliance Detection
Automatically flags suitability considerations, vulnerability indicators, Consumer Duty notes, and whether required risk warnings were given during the meeting.
28-Second Processing
A 60-minute client meeting produces complete, structured file notes in under 30 seconds — saving advisers up to 90 minutes of post-meeting admin.
What It Connects To
Microsoft Teams / Zoom
Auto-ingest meeting recordings via webhooks
Fireflies / Otter.ai
Alternative transcription source integration
Intelliflo / Xplan
Push structured file notes directly to client records
Resend / Email
Auto-generate and send follow-up letters to clients
Compliance Alerts
Flag vulnerability indicators to compliance officers
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