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