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FinTalkr AI for Enterprise
Enterprises and regulators need to know for each client, what AI was used on the account, what version, which prompts, what data was fed in, what human intervention was made. FinTalkr provides enterprise with record keeping and full traceability. Leverage AI in your organisation without the risk.
Many C-suite executives are learning about AI and think that rolling out chat gpt or co-pilot empowers the workforce with AI. These are point in process improvements achieved with personal productivity AI tools, like building enterprise finance systems in excel.
AI Implemented
Productivity up
Cost down
AI risks mitigated
Compliance good
Regulator comfort
Bosses on board
Board supportive
Why Enterprises Choose FinTalkr
Automate Compliance Documentation
Replace manual note taking with instant, AI generated file notes that meet regulatory standards.
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Strengthen Governance & Oversight
Role based access, encrypted storage, and audit trails support your internal controls and external obligations.
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Accelerate Productivity
Advisers, paraplanners, and compliance officers can focus on what matters, not writing meeting summaries.
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Enterprise Grade Features
We’ve architected FinTalkr with compliance-first principles, including:
End to end workflows & processes are automated leveraging AI
Full traceability – data, ai agent activity, human interventions, explainability to compliance and regulators
Input documents, voice (real time), chats and other inputs
Generate complex documents, application forms, compliance reports and more to meet your enterprise standards
Human intervention, notification and QA checks at key process checkpoints
Enterprise monitoring of AI workflows with real-time dashboards, notifications and reporting
Enterprise security - triple encrypt all data
Run in our cloud or yours
API integration to your ecosystem
Custom Solutions for Enterprise Clients
Every enterprise is different. That’s why we offer:
Custom Solutions for Enterprise Clients
Unlimited user seats for scalable collaboration
Dedicated account management and white-glove support
Training & onboarding for rapid implementation
See It In Action
“With FinTalkr, we’ve reduced meeting documentation time by over 50% and improved compliance visibility across our advisory network.”
— CIO, Tier-2 Wealth Management Firm
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Built for Regulated Environments
We’ve architected FinTalkr with compliance-first principles, including:
SOC 2 Certification (in progress)
ASIC & AFSL aligned recordkeeping
Encrypted data storage and access control
No data sharing with third parties
Case Study: Wealth Co – Scaling Advice with Enterprise AI
Wealth Co is rolling out FinTalkr to 240 users over a 10-week program. The platform is being directly integrated into Wealth Co’s wealth and risk systems, enabling seamless workflows across advice, paraplanning and client servicing
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Transformation Across the Advice Process
With a three-year roadmap, FinTalkr is being embedded across:
Client meetings – structured capture and AI-assisted summarisation.
Documentation – automatic, compliant record-keeping.
Paraplanning – efficient handover, tracking, and completion.
Advice generation – work with us on creation of ROA's and SOA's
Client engagement – consistent, timely communication
Impact & Strategic Goal
Wealth Co recognised the limitations of general AI tools and choose FinTalkr:
- Supercharge advice efficiency and speed, slash costs & reduce risk.
- Establish a single enterprise AI platform to unify advice processes.
- Centralise data for safety, compliance, and country domicile.
- Converge toward company standards, reducing variability & improving defensibility.
- Enterprise platform with full governance, control and transparency over how AI is applied to a client account
- Data insights across client base and Advisers. eg Product demand, cross-sell, opportunities, risk events
- Integration to Wealth Co systems for end to end process efficiency and risk management.
vs Generalised AI (e.g. Chat GPT or Co-Pilot)
- Personal AI productivity tools like with no governance, control oversight, risk management.
- Divergence from enterprise standards based on personal preference.
- Store data outside safe, centralised environments. e.g. desktops, drives cloud etc
Let’s Talk Compliance Automation
Let’s Talk Compliance Automation
