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AI for Financial Advice
Never write a File Note Again. Save up to one day a week with FinTalkr's conversational driven AI platform. We are helping advisers like you dramatically improve their productivity and compliance. We automate the admin and give you 50-100% more time to spend with your clients.
Australian Support Team, Australian Language, AI for Australian Financial Advisers.
New - FinTalkr Compliance Assistant helps you remember what to say in meetings and reminds you if you forget anything important.
Ready to Transform your Business
Explore FinTalkr™ and see what our platform can do for you!
Join Our Upcoming Webinar
Keen to learn about how AI can optimise your financial advice business
MAY 14th & 21st. See FinTalkr in action and hear where AI in financial advice is heading.Limited slots only. Register today and secure your place.
Want to know more about FinTalkr™?
Check out ensombl: podcast today.
Discover more about FinTalkr™, how we can help transform your business, and the different ways our platform can help you by getting started today and listening to this podcast.
Nathan Jacobsen (CEO - Diverger ASX:DVR) - "At Diverger, we understand efficiency is the key challenge facing advice practices today. As part of our expanded process & technology offer, we are actively working to solve these challenges in partnership with our network. FinTalkr aligns with this goal, offering our advisers a cutting-edge solution that saves them valuable time and money."
Reine Clemow (Aquira Wealth Partners) "FinTalkr generates detailed File Notes automatically from our meetings. We quickly review/add/amend and end up with a great File Note which far exceeds our basic hand drafted notes. I am excited by what this platform is doing today but also what is coming. The team are responsive to our input and this platform is definitely part of our practice going forward"
Why FinTalkr™
Key Benefits
Every day, you work with clients and model financials. But your days are filled with admin, record keeping, file noting and compliance. FinTalkr™ is the AI game changer
Cut Admin Time
Save 4-8 hours per week of admin time. FinTalkr™ generates your File Notes automatically using AI from your conversations.
See More Clients
Increase your Client facing time and boost the top line of your business by increasing revenue. Move from client meeting to client meeting without a worry. FinTalkr™ will do your work for you.
Data Retention
Set your own data retention policy on FinTalkr™. Delete your data immediately or set to automatically delete after 30 days or retain your data on FinTalkr's secure servers so that you have a full audit record. You decide.
Easier Compliance
FinTalkr's Compliance Assistant understands Financial Advice compliance requirements and helps you remember what to say and even reminds you if you forget at the end of a meeting.
Security & Privacy
FinTalkr™ is enterprise grade technology which encrypts your data using leading cryptography in conjunction with IBM. Our staff access your data on a need to know basis only (e.g. you request support). We do not (and will never) send your sensitive client data via insecure email or through insecure internet share drives. All sensitive client data is transmitted in encryted form via the FinTalkr™ platform.
Data in Australia
FinTalkr™ stores and processes all data in Australia in conjunction with Australian Privacy Laws. We understand that you hold and process client sensitive information and you do not want that data being sent offshore. Further, FinTalkr™ will never send data into publically accessable AI engines.
Quality of Advice
Be ready for the 'Quality of Advice' legislation with market leading AI to allow you to take advantage of new compliance standards and work processes. FinTalkr™ continues to build towards this legislation.
Future Proofed AI
If you think what we are doing today is impressive, wait to you see what's coming. We make major releases every 1-2 months with new features, funtions and capabilites. Stay at the forefront of Financial Advice AI with FinTalkr™
Chosen by Industry Leaders
We work with some of the largest Licensees and we have been chosen by some of the largest Industry Funds in Australia. With FinTalkr™, you benefit from this broad industry investment and development. We have passed the strict security requirements of Industry funds that are regulated by ASIC and APRA including CPS234.
Recent Recognition
