filenote.ai
Filenote.ai has been designed to automatically generate file notes and client summary emails following meetings between advisors and clients.
Every time we have asked an advisor what takes up a lot of their time, they would consistently tell us ‘writing file notes’. With this in mind, we developed the best file note solution in the market.
What makes filenote.ai stand out? Three simple things:
1. Its designed specifically for financial advisors
2. We never store your data, your data stays with you
3. Our ability to customise templates to meet your needs
Our file note assigns the crucial information from the meeting into categories relevant to an advisor. The cool part is you don't need to change the way you run your meeting, filenote.ai is smart enough to put the right information into the right categories
Filenote.ai is not your usual meeting summarisation tool. It recognises wealth management terminology, the output is far more comprehensive and categorises the notes into sections useful to advisors.
Our clients are telling us they are saving a significant amount of time, it’s easy to implement, and as a result they can spend more time with clients.
Head to these links for more:
Schedule Demo - https://www.filenote.ai/book-a-demo
Sign Up to 30 Day Free - https://www.filenote.ai/pricing
Features - https://www.filenote.ai/features
Contact information
Q and A
Which segments of the industry do you serve?
Risk Specialists, Holistic Advisers, Investment Advisers – We cater for any financial advisor holding meeting with clients.
* What sets your products or services apart from competitors in terms of value and unique features (and any specifics in relation to the provision of Risk Advice)
* We do not store your client data or the recording
* We have designed the solution for advisors and have different templates for different meeting types (Discovery, Review and SOA Meetings)
* We can tailor the template to suit the needs of the firm (including the automation of simple ROAs and paraplanner request forms)
* We generate a client summary email automatically.
* Based on client feedback, our quality of output is superior and therefore your time savings are greater
* Our solution is simpler to use (advisors simply record the meeting and the rest automated)
Can you highlight any key benefits or advantages that Risk Advisers or support staff can expect when working with your company?
* Significant time saving (30-60 minutes per meeting)
* Increased consistency in the quality of file notes
* Increased frequency of file note generation
* Automated client summary email post meeting to close the loop with client
* Advisor feedback incorporated to improve offering
Are there any specific individuals or teams within your company that Risk practices should reach out to for more information or support?
You can book a demo to learn more about filenote.ai, using this link: https://www.filenote.ai/book-a-demo
Can you share any important news, messages or updates that you would like to convey to Risk Advisers?
We are continuously rolling out new features and developments based on feedback from advisors.
Do you have any specific resources, such as guides, articles, demos or tools, that you would like to provide to Risk Advisers or support staff?
You can book a demo to learn more about filenote.ai, using this link: https://www.filenote.ai/book-a-demo
Can you share any success stories or testimonials from Risk Advisers who have used your service?
Testimonials from advisors can be found here: https://www.filenote.ai
What are the pricing options and packages available for Risk Advisers?
Pricing can be found here: https://www.filenote.ai/pricing
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