Need FinTalkr for your Enterprise?
FinTalkr™ is a Conversational-AI-driven platform to help Financial Advisors increase their productivity by more than 50%. If you have a number of advisors working in your organisation then speak to us about our Professional and Enterprise offerings.
FinTalkr™ is already working with some of Australia's biggest financial service institutions to dramatically improve productivity rates. We can help you too.
Speak to our Team
Join us to get access to market leading productivity today.
Complete the form and our team will be in touch.
Our team has a history of revolutionising the financial industry with leading organisations in Australia and around the world.
As problem solvers, technology leaders, and innovation pursuers, we have crafted FinTalkr to change the working lives of Financial Advisers for the better.
Enterprise
Discover the Power of Market-Leading Tech
- Centralize and effortlessly manage your video and audio files.
- Securely store all data within Australia, without any expiry (unlike Teams).
- Harness the potential of proprietary and best-in-market AI (OpenAI) in a Personal Information (PI) compliant way.
- Rely on tailored speech-to-text technology, expertly trained in Financial Advisor terminology.
- Effortlessly generate compliant File Notes, in line with forthcoming legislation
- Edit and upload historical File Notes, Audio, and Video files with ease.
- Receive concise, auto-generated summaries of meetings.
- Seamlessly export PDFs and integrate them with your favorite CRM.
- Stay informed with automatic compliance alerts.
- Take swift action with auto-generated tasks based on meeting content
10 Incredible Benefits to Elevate Your Practice to New Heights
FinTalkr's groundbreaking technology is here to transform your role as an advisor.