Our AI Generation Tools

Unlock creativity and productivity

6082

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Days of Admin Saved

52458

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File Notes Generated

1000

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of Advisers helped
Untitled design (3)

Our Mission

At FinTalkr, our mission is to empower financial advisers to serve more clients and deliver greater value, by harnessing market leading AI to streamline advice processes, reduce inefficiencies, and make high quality financial guidance more accessible to every Australian."

Core Values

Innovation First

Compliance by Design

Data Privacy & Security

Trust & Transparency

ensombl

Featured on the ensombl Podcast

How FinTalkr is helping top advice firms use AI to save time and stay compliant.

Transforming Financial Advice With Innovation

At FinTalkr™, we bring decades of proven expertise in transforming the financial industry, combining deep industry knowledge with cutting edge technology and forward thinking innovation. Our mission is to empower financial professionals with intelligent tools that simplify, streamline, and elevate the way they work.
Don't hesitate to contact us, we would love to hear about your business and work with you to solve your greatest challenges

- James Wartho, Founder

Get Started
Fintalkr

Fintalkr Leadership Team

James
James Wartho
Founder & CEO

As the Founder and CEO of FinTalkr, he brings decades of engineering experience driving innovation at the intersection of finance and technology. In London he lead transformative digital initiatives across major institutions including Barclays Capital, Deutsche Bank, RBS, and ABN Amro. More recently, he continued this work at Macquarie Bank focusing on the evolution of financial systems within a rapidly changing digital landscape. In recent years, his focus has shifted toward the immense potential of big data and artificial intelligence in financial services. This vision led to the creation of FinTalkr designed to empower financial professionals with intelligent tools that streamline communication, enhance insight, and unlock real-time value from every conversation.

Craig
Craig Apps
Director

Craig Apps is an accomplished Australian technologist with over 30 years of experience in capital markets and financial services technology. A visionary in product development and innovation, Craig co founded Agility Applications in 2007, a specialist provider of application, data exchange, and technology solutions tailored for the financial sector. Under Craig’s leadership, Agility built a cutting edge data hub for the financial services industry, streamlining connectivity between advice licensees, product providers, and technology partners, ultimately supporting over $200 billion in client assets. In 2017, Agility was acquired by ASX listed financial services company HUB24 Limited. Following the acquisition, Craig joined HUB24, where he founded the HUB24 Innovation Lab and later served as Chief Product & Innovation Officer, driving industry leading product strategy and technology initiative.

Ashley
Ashley Jeffs
CTO

As the Founding CTO of FinTalkr, Ash brings over 15 years of experience driving technology transformation across the finance and health sectors. With deep expertise spanning software development, data architecture, and artificial intelligence, he plays a pivotal role in shaping FinTalkr’s technical vision and leading its execution. Ash has a proven track record of delivering large-scale digital solutions, successfully leading high performing development teams to achieve outstanding technical outcomes. He is passionate about leveraging cutting edge technology to create real world impact, particularly through digital ‘factory’ transformations that help businesses unlock operational efficiency and strategic value.

Hear What Customer Have to Say

Nathan
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."

Josh

"I am blown away by the success of FinTalkr. It should be compulsory for all practices. I estimate it saved me 2 - 3 hours of Admin per meeting"

Adam

Very impressed what your service provides - Massive Time Savings !!

Monty

We jumped onto the platform, and we couldn't recommend it enough.

Alex

"Easy to use, simple process, saves me so much time"

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Key Features

01

AI-Powered Transcripts
Understand every call without note-taking

02

Saves You Hours
Automatic summaries, action items, download to your CRM

03

Secure & Private
Built for businesses with end-to-end encryption

04

Works With Your Stack
Works With Your Stack, Teams, Google Meet, Zoom.