AI File Notes, Done in 2 Minutes

Typically, advisers who use FinTalkr™ save up to 1 day per week in admin time, freeing them up to spend more time with their clients. 

 FinTalkr™ uses an encryption key specific to each user to encrypt your data. Videos, audio, transcript and file notes are encrypted using this key and no one, not even FinTalkr™ staff, can view that data without access to the key, which is stored in an independent Industry vault (the Fort Knox of encryption keys).

Your data is encrypted with a key that is specific to you and our staff do not have access to this key without management approval.

Yes

Yes. FinTalkr supports multi-factor authentication (MFA) and single sign-on (SSO) for secure enterprise deployment and user management

Yes, FinTalkr™ has a mobile app that allows advisers to record meetings, view file notes and other key functions. Simply place your device on the table in a meeting and your file notes will be produced automatically. The FinTalkr™ app works even when you are out of mobile range while visiting clients. You can download FinTalkr™ from the App Store and Google Play Store now.

FinTalkr™ has an AI prompt feature called 'ASK'. You can ask a question like 'Give me a detailed account of the holiday home conversation that will help my paraplanner to create the Advice document'. You can then add the output to the file note with a single click.

No, FinTalkr™ does not need any access to your share drives or Teams folders like some other services. Sharing folders exposes you to cyber risk and also gives the vendor access to more of your data than they need to provide the service (e.g. private meetings and files). 

FinTalkr™ understands key financial advice terms and is continuously being trained. If you notice terms that it doesn't recognise, let us know and we'll add them to the next training run.